This seems squarely within the purpose of the Defense Production Act: https://en.wikipedia.org/wiki/Defense_Production_Act_of_1950

"Title I authorizes the President to identify specific goods as 'critical and strategic' and to require private businesses to accept and prioritize contracts for these materials."

If you invented a new kind of power source, and the government determined that it could be used to efficiently kill enemies, the government could force you to provide the product to them under the DPA. Why should AI companies get an exemption to that?

Well, for one, they haven’t invoked the Defense Production Act.