I'd be fine with either AWS or Azure getting the contact. It makes sense to pick one provider, as their workloads are ... unique.
But having the DOD on AWS along with the IC concerns me from a lack of diversity standpoint. I've always said that Microsoft and Google should have teamed up a bit to make a competitive run. But I don't think anyone was ever interested in sharing the contract to begin with.
It's a big organization and they have a lot of 'customers'