If Ford told the DoD you can't use the tanks they bought however they need to, and had a kill switch in it in case they wanted to cut the DoD off, then that would obviously be a supply chain risk.

The military and it's suppliers need mitigate risk, and that includes suppliers intentionally causing harm to soldiers on the front lines, or in the backend logistics supply chain.

Honestly, every company should be treating Anthropic and OpenAI as supply chain risks, and should completely avoid dealing with them.