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nickysielickiyesterday at 11:51 PM4 repliesview on HN

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cobolcomesbackyesterday at 11:57 PM

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.

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QuiEgotoday at 12:18 AM

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.

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deauxtoday at 1:27 AM

> 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.

adammarplesyesterday at 11:56 PM

and?

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