Comment by kelnos

And that would be absolutely fine for a pen manufacturer to do. It would make them unsuitable for meeting the requirements for a government contract as a pen supplier for signing orders, but would not make them a supply-chain risk.

Same goes for Anthropic: they would only consider offering a version of their product for military use that had certain restrictions. The government is free to accept that version or reject it. Rejecting it and designating Anthropic a supply-chain risk is just political intimidation and retribution for not playing ball.