A vendor with particularly poor QA might be a risk in your supply chain but isn't a "supply chain risk" according to this designation and neither would Anthropic be.
Antrophic merely said they don't allow their tools to be used for autonomous killing.
A very specific case.
So where is the danger making it necessary preventing all suppliers from using Claude at all? That only concerns those who work directly on autonomous killing and only they will have to go to Altman or Musk.
So none of that is any threat to the military - so it was just black mailing to make them do the governments will - which is something usually dictatorships do, not democratic systems.