[nickysielicki]

* * *

[cobolcomesback]

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.

[QuiEgo]

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.

[nickysielicki]

Obviously, but that's a huge number and some tens-of-billions amount of that absolutely does flow towards hyperscalers. Contractors need compute.

[deaux]

> 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.

[adammarples]

and?

[nickysielicki]

The cost of a company like Amazon or Google losing their piece of that $1T annual budget is greater than their exposure to the failure of Anthropic.