[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.

[cobolcomesback]

This isn’t “a few billion”. Maybe you missed some of the earlier comments. The hyperscalers have hundreds of billions of dollars tied up in deals with Anthropic. You’re delusional if you think these boards aren’t going to have a back room talk with Hegseth to smack some sense into him. This gets walked back next week, guaranteed.