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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.

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.

obviously, I was never suggesting that the DoD spends $961b a year on cloud computing.

Look, it’s a very simple question: Amazon has invested $8b into anthropic. Do you think if the DoD disappeared tomorrow that Amazon would lose more than $8b in revenue over the next 5 years?

I think you underestimate how large the DoD budget is and how many times that money changes hands in the pursuit of fulfilling contracts. $20b-$25b in revenue per year across all hyperscalers is a totally reasonable estimate.

Why on earth would you compare $8 billion of equity investment in another company (which is likely worth far more now) to $8b of revenue?

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