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.
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.
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.
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.
[flagged]
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.
1 reply →
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.
Obviously, but that's a huge number and some tens-of-billions amount of that absolutely does flow towards hyperscalers. Contractors need compute.
Amazon's stake in Anthropic is (was?) worth $61 billion.
https://www.businessinsider.com/amazon-ai-bet-anthropic-soar...
It will be interesting to see how they handle this.
> 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.
and?
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.
Not according to published Financials.
Also $1T is dishonest. DoD spends less than 0.1% of that on cloud services.
4 replies →