IIRC, the supply chain risk designation is sticky which is why it tends to ultimately mean "nobody can work with this". Amazon using claude means a DoD company can't use Amazon. Every business that touches claude gets tainted.

It's a bit like how the US Cuba sanctions worked and why they effectively isolated Cuba from everything.

Yes I got that. But doesn't that mean that non-US customers would be the major customer segment still open to Anthropic in that scenario?

I still don't see any way to read that as saying they could only do business with US customers, whether they give in or not?