Applying equally to all the industry is a characteristic of good regulation, not of regulation tout court.
There is also a case that it violates due process because anthropic wasn’t provided adequate notice before enforcement or an opportunity to challenge, respond, or take steps to comply.
There is latitude for compelling state interests and national security is one with the widest latitude and potentially one that counts can’t review. But the court of public opinion may draw the inference that this is direct retaliation for refusing to make the models available for autonomous weapons and spying.