The DoD’s spend on cloud contracts is measured in single-digit-billions per year. It’s peanuts compared to the hyperscalers investments in Anthropic.

Think of it this way: each of the hyperscalers have built a handful of data centers specifically for government contracts. A handful each.

Meanwhile, AWS and GCP have dedicated over 50 new data centers solely for Anthropic to train new models, and more were announced today.

My bet is on Anthropic.

That $961 billion includes things like airplanes and bullets, tech companies are only getting a taste of that pie not anywhere close to the whole thing.

> Anthropic is not even close to too big to fail.

Ironically, of all things Trump has done so far, closing Anthropic could set a new record for pissing off the highest number of people globally. Outside of HN with a group of dedicated people who is against it, the whole global software world is already running on CC.

and?

This restriction is viral. If AWS hosts Claude models, Lockheed can no longer use AWS for anything. Every defense contractor will pull out. What if Lockheed uses Asana or Jira or Slack? Guess what, they better not use Claude ANYWHERE in their organizations, or else all defense contractors will have to drop these products. Any any other company whose product they use in the design or manufacture of their products - if anyone, anywhere is using Claude products, they have to be dropped.

The downstream effects of this are HUGE.

The JWCC, which is larger than GovCloud, was only $9b, split across three companies, over ten years. It’s peanuts compared to the investments that the hyperscalers have with Anthropic.