They absolutely did. If a product is designated a supply chain risk, no one is allowed to use it anywhere in the DoD's supply chain.
It is impossible to miss the absolute hypocrisy of this moment and how people and corporations are supposedly free, but if you happen to be of interest to the government they will try to casually ruin you. It has always been this way, people just haven't noticed because it flies under the radar most of the time when the govern crushes some smaller enterprise or another because it got in their way or didn't play by their rules.
It seems simple to me. Anthropic is a private company. If you don't like it fix the laws or don't buy from them.
Yeah, the DOD is such a huge purchaser that it can "ruin you" by blacklisting you if you don't play by its terms. The same is true about Walmart if you're a grocery supplier, Apple if you make electronics components, etc. Private companies absolutely exercise their power like that.