Not Airtanker - but I do not believe that there is a cat's chance in hell of the KC-46A being bought in sufficient numbers to replace the entire Cold War legacy fleet of KC-135s and KC-10s. It's not just the huge delays but also the need to use funds for higher priorities in classified programs, cyber and cutting edge systems like the B-21.
It is extremely likely that there will be a significant element of contractoriztion and that the KC-46A buy will be limited to some extent by the numbers needed for the additional special missions that the platform is planned to perform (for which there was all the additional gold plating of the specification in terms of wiring and EMP protection etc).
US TRANSCOM / US Air Mobility Command have been investigating contractorization for over 12 months now and have already held 2 Industry Days and come up with 5 potential options - explained here.
The five potential solutions are:
(1) Government Furnished Equipment to a contractor.
(2) Government sale or lease of surplus aircraft to a contractor.
(3) Foreign government surplus tankers purchased and used for contract air refueling.
(4) Modifying existing commercial aircraft to perform contracted boom air refueling support.
(5) the use of a commercial off-the-shelf tanker for contract air refueling support.
In April 22, 2020 Sec AF required parameters for a further study to be submitted within 60 days.
Full report here - scroll down and open the first pdf dated June 5, 2020:
https://beta.sam.gov/opp/54df80f9174...ve=true&page=5
My money would be on Airbus pitching a A330 MRTT PFI - especially since they will probably be plenty of "slightly used" A330 from bankrupt airlines that could be converted for a lot less than $300M a throw a new A330 MRTT would be.
Also, while that gets up and running, there may be a place for a number of small private companies eventually buying up surplus KC-135s from small air forces displacing them with A330 MRTTs and / or taking on early retirement USAF KC-135s and relieving the USAF of the manning, infrastructure and maintenance burden.