#3 much intelligence is to the benefit of industry and commercial companies. To a country their economy is their country. After the end of the cold war most state espionage was focused on industry. Sharing is possibly common but secret. The lack of details in the report to me smells of "we are not allowed to share the details". (It also smells of that law to attribute incompetence and not lies)

Now anthropic is new and I don't know how embedded they are with their hosts government compared to a FANG etc but I wouldn't discount some of #3

(If you see an American AI company requiring security clearance that gives a good indication of some level of state involvement. But it might also be just selling their software to a peaceful internal department...)