Initially, I suspected the cloud contracts were for general government operations, to have geo-distributed backups and continuity, in event of regional disaster (natural or human-made).
But could it instead/also be for international spy operations, like surveillance, propaganda, and cyber attacks? A major cloud provider has fast access at scale in multiple regions, is less likely to be blocked than certain countries, and can hide which customer the traffic is for.
If it were for international operations, two questions:
1. How complicit would the cloud providers be?
2. For US-based providers, how likely that US spy agencies would be consulted before signing the contracts, and consciously allow it to proceed (i.e., let US cloud providers facilitate the foreign spy activity), so that US can monitor the activity?
fwiw towards your theory, I believe that the US Govt actually considers cloud providers - by way of specific services offered "dual use" systems for mil or civil use.
E.g. you will find references in AWS docs to Bureau of Industry/Security rulings.
https://en.wikipedia.org/wiki/Dual-use_technology
https://www.bis.gov/
https://aws.amazon.com/compliance/global-export-compliance/
In Microsoft case they provide services for storing and possibly processing (transcribing) calls of millions of people that are under belligerent occupation:
https://www.theguardian.com/world/2025/aug/06/microsoft-isra...
I don't imagine Google and Amazon are any better. I.e. take boatloads of money, while sticking the head into sand and pretend it's not likely used to help the illegal occupation of Palestinians, to persecute and harm them.