IBM, Oracle, and the like
I suspect that the main companies affected by this will be IBM, Oracle, and other big enterprise vendors who dominate their respective niches. These companies pose a single point of failure supply chain risk whereas FOSS doesn't.
Given the current heightened awareness of supply chain risks I can see more countries, particularly those who see themselves as having significant domestic IT expertise, coming to the same conclusions.
An obvious country to follow up on this would be India, if they haven't such a policy already.