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nickysielicki | 3 days ago

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.

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rolymath|3 days ago

Not according to published Financials.

Also $1T is dishonest. DoD spends less than 0.1% of that on cloud services.

nickysielicki|3 days ago

Source?

Half of that budget gets contracted out to Lockheed, Raytheon, Northrop, Boeing, General Dynamics, etc. Those companies absolutely do spend money on the hyperscalers.