It's pretty funny how these guys are all becoming some kind of internet version of, like, Halliburton. It seems pretty desperate. B2C and B2B applications didn't pan out I guess?
The thing is we're in a new Cold War, and most of our adversaries have gotten the memo and most of us ... haven't. Yes, becoming a new Halliburton is a rational move if you see the board right now. I don't like it even one tiny bit.
It's one of two identified uses for AI that is profitable today: writing code and blowing up schools. They are desperate to show the market that the technology is anything more than a money pit.