So we have a pen that may refuse to sign certain orders, and is clearly labeled as such.

If the DoD needs to sign such orders, they won't buy this pen.

If a supplier needs to sign such orders, the supplier also won't buy the pen.

If a supplier needs to sign other orders, and this pen is the best one available, the supplier may decide to buy this pen. Since the orders are within the range of what the pen will sign, they get signed, and the supplier fulfills its contract with the DoD.

Where is the supply chain risk? The ink isn't going to erase itself post-hoc.

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Now, if the DoD suspects that Anthropic will train its models to try to actively sabotage military operations, that's a very different story. Does anyone actually believe that?