Both Google and Amazon are government contractors. With the designation, they might have had to divest their positions in Anthropic and be unable to serve their models.
No informal rule accomplishes that.
> I'm not sure that's how the supply chain risk thing works. AFAIK, it has to be part of the supply chain for the products delivered to the DoD to count. I don't think just because Amazon is unrelatedly involved with Anthropic, this forces them to sever that relationship. I'm not sure if Hegseth thinks otherwise, but it's entirely possible that he is wrong or that being wrong is expedient to his threats.