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.