Comment by nickysielicki
1 day 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.
1 day 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.
Not according to published Financials.
Also $1T is dishonest. DoD spends less than 0.1% of that on cloud services.
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.
Great. So you've gone down from $1T to "half of that budget".
If you're honest with yourself, you'll find the true number.
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