Even this most-charitable-possible (to DoW) explanation does not even come close to justifying the supply chain risk designation. It is absolutely enough (and honestly more than enough) for a contract cancellation and a switch to a competitor. DoW could have done that for any reason at all, or no reason at all. If they had issues with Anthropics terms, they 100% should have done that.

Nothing in the quoted text comes anywhere close to the realm of justifying the retaliatory actions.

AFAIK, the U.S. government is fully entitled to serve them under the U.S. Department of War’s terms as per the Defense Production Act. The government has yet to do this, but a company acting in a way that the Department of War perceives as benefiting enemy states could certainly be a justification for declaring a supply chain risk. Anthropic’s decision timing as the U.S. has launched a war in the Middle East to save millions of Iranian lives (tens if not hundreds of thousands of Iranians have already been killed by the Islamic Regime) definitely seems to be unjustifiable and the U.S. Department of War (so weird for me to type that instead of DOD) was smart, in my opinion, not to force Anthropic to work with them but to drop all work with them and move to providers who will meet the military’s needs while at war.

(Just in case anyone was wondering, I live in Israel)

I find myself totally agreeing with the quoted text and also this sentiment. It just makes no sense to nuke Anthropic as a negotiation tactic if your interest is in preserving the republic long term.