The Department of Defense's NAICS 518210 (Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services) market: incumbents, spending trend, set-asides and open solicitations — from FY2026 USAspending awards and live SAM.gov notices.
Contract data as of Oct 18, 2026 (USAspending) · recent coverage verified weekly
| Quarter | Awards | Obligated | Change |
|---|---|---|---|
| Q1 FY2026 | 37 | $121.3M | — |
| Q2 FY2026 | 35 | $247.4M | +104% |
| Q3 FY2026 | 18 | $127.8M | -48% |
| Q4 FY2026 · partial | 6 | $35.9M | -72% |
Federal fiscal quarters (Q1 = Oct–Dec). Awards are counted in the quarter they start; obligations are the award's obligated amount. The Department of Defense publishes contract awards to USAspending with a 90-day delay, so Q4 FY2026 is still missing most DoD awards — treat that quarter as incomplete, not as a spending decline.
| # | Contractor | Obligated | Share |
|---|---|---|---|
| 1 | AMAZON WEB SERVICES, INC. | $195.9M | 36.8% |
| 2 | PCG-SMX JV, LLC | $72.7M | 13.6% |
| 3 | MICROSOFT CORPORATION | $64.9M | 12.2% |
| 4 | GENERAL DYNAMICS CORP | $56.4M | 10.6% |
| 5 | MANDIANT, INC. | $39.5M | 7.4% |
Registrations are rolled up to their corporate parent (USAspending parent UEI), so a company with several SAM registrations ranks once.
| Set-aside type | Obligated | Share |
|---|---|---|
| Small business set-aside | $314K | 1.0% |
| 8(a) | $0 | 0.0% |
| SDVOSB | $0 | 0.0% |
| WOSB / EDWOSB | $0 | 0.0% |
| HUBZone | $0 | 0.0% |
| No set-aside (full & open) | $32.2M | 99.0% |
Share of obligations on awards whose set-aside type is recorded — 6% of this market's dollars. Most USAspending bulk-archive records leave the field blank, so blank awards are excluded rather than counted as full & open.
Links open the notice on SAM.gov.
Source: USAspending.gov contract awards (prime awards with a start date from Oct 1, 2025 through Sep 30, 2026), SAM.gov contract opportunities, and SBA size standards. Recompetes are contracts whose final end date — options included — falls in the next 12 months. Figures are recomputed when a new USAspending load lands. See our data sources.