Looks like the contracts are not going to AWS or Google but to Nebius (founded by Volozhin, who founded of Yandex).

https://www.datacenterdynamics.com/en/news/nebius-to-build-a...

"Google and Amazon, both of which already hold the $1.2 billion Nimbus contract with the Israeli government, originally received a preliminary tender for the supercomputer but ultimately withdrew from contention."