GovCloud revenue is in the tens of billions of dollars. Bedrock less so. Almost every FedRAMP product uses the same codebase for Fed and non-Fed, and this would force most FedRAMP vendors to blackball Anthropic.

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cobolcomesback 6 hours ago | parent | next [-]

The JWCC, which is larger than GovCloud, was only $9b, split across three companies, over ten years. It’s peanuts compared to the investments that the hyperscalers have with Anthropic.

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alephnerd 6 hours ago | parent [-]

JWCC is not the only project. Vendors like Crowdstrike also rely on hyperscalers to serve their products to federal customers, and the codebase is shared.

This announcement has made Anthropic toxic in the entire dependency chain because it means years of efforts and tens to hundreds of millions of dollars rearchitecting entire platforms and renegotiating contracts.

The entire cybersecurity industry has a TAM of $208 BILLION [0]

[0] - https://www.bccresearch.com/market-research/information-tech...

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cobolcomesback 6 hours ago | parent [-]

> because it means years of efforts and tens to hundreds of millions of dollars rearchitecting entire platforms and renegotiating contracts.

This is exactly why this announcement has not made Anthropic toxic. The entire industry knows how ridiculous this move is from Hegseth, and it’s going to be rolled back next week once the adults get back from their weekend.

	▲	Kim_Bruning 4 hours ago \| parent [-]
		I'm concerned there's not that many adults left, else they'd have advised Trump and Hegseth not to act this way.

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adastra22 4 hours ago | parent | prev [-]

This restriction is viral. If AWS hosts Claude models, Lockheed can no longer use AWS for anything. Every defense contractor will pull out. What if Lockheed uses Asana or Jira or Slack? Guess what, they better not use Claude ANYWHERE in their organizations, or else all defense contractors will have to drop these products. Any any other company whose product they use in the design or manufacture of their products - if anyone, anywhere is using Claude products, they have to be dropped.

The downstream effects of this are HUGE.