GovAI Analysis is the first federal AI intelligence publication authored by a former U.S. Contracting Officer. We map who is actually winning government AI work — and what they are actually delivering.
Pedro Rubio is a former U.S. Government Contracting Officer (FAC-C Level III) with experience awarding contracts at GSA, IRS, the Department of Defense, and the Department of the Interior. He sat on the buy-side of federal AI procurement before founding Blackfyre Intelligence.
GovAI Analysis is the publication arm of that work — combining USAspending data, agency AI inventories, and the qualitative judgment of someone who has signed the contracts.
In-depth analyses of federal AI procurement: vendor landscapes, agency behavior, contract vehicle dynamics, and structural drivers behind the numbers.
Curated weekly digest of new federal AI contract obligations, task orders, and program announcements — classified using our four-tier framework.
Deep profiles of the prime vendors actually winning federal AI dollars — Palantir, Booz Allen, the frontier labs, the integrators, and the niche specialists.
Field notes from a former Contracting Officer on how procurement decisions actually get made.
GovAI Analysis is a publication of Blackfyre Intelligence, a private firm advising on federal AI strategy. Editorial decisions are made independently of any client engagement. Where a vendor or agency we cover is also a Blackfyre client, that relationship is disclosed at the point of analysis.
We accept no payment for coverage. The publication is free, with no paywall and no sponsored content.
New analyses, weekly trackers, and CO field notes — delivered free.