Government contracts are so big a few of them can sustain a F500 company; for AI, many CDAO contracts are 50-500MM$. If they do a big SI project with it, could be 1-2B$. Money is also guaranteed over 5 years and if the program doesn't get shuttered, the contract will renew at that point (or go to recompete).
That being said it's my understanding that these companies don't have many huge contracts at all -- you can audit this in like 10 minutes on FPDS. Companies need a LOT of capital, time, and expertise to break into the industry and just compliance audit timelines are 1-4 years right now, so this could definitely change in the next couple years.
That being said it's my understanding that these companies don't have many huge contracts at all -- you can audit this in like 10 minutes on FPDS. Companies need a LOT of capital, time, and expertise to break into the industry and just compliance audit timelines are 1-4 years right now, so this could definitely change in the next couple years.