But for how long? If Claude is a supply chain risk. That means anyone hosting him would also be a supply chain risk.

Ergo AWS/Azure/GCP - nobody will host them because it’s Anthropic or the lucrative government contracts. Hegseth/Trump didn’t just say “you’ll never do business with the US” - it’s that they will never do business IN the US. Hopefully that means they’ll be able to take up shop elsewhere in the world.