You expect hyperscalers to play chicken with the DoD?

The courts have historically been pretty consistent about giving the DoD whatever the fuck they want, going back to WW2 and even longer for the predecessors of the DoD. I agree that the next administration might reverse it, but the thing is, the government will stay irrational longer than Anthropic will remain solvent.

The US government told every American company to stop doing business with Huawei and they all did it overnight, even when it cost them billions. TSMC stopped fabricating for them, Google pulled Android licensing… The machinery of sanctions compliance is extremely well-oiled and companies fold instantly because the outcome of noncompliance is literally getting thrown in prison.

So is it actually sanctions? I believe Huawei was on the entities list. Such a list comes from the fact that the government can require export licensing. Since Anthropic is in the U.S., I do not believe it’s the same thing as Huawei.