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Correct, they do not want “Boeing” to use Claude models to write software for airplanes for example
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Yes, and this is not (and cannot be!) a supply chain risk in any reasonable interpretation.
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It is though. Read the opinion here: https://media.cadc.uscourts.gov/opinions/docs/2026/09/26-104...

It’s a risk that persons may otherwise manipulate the operation of a covered technology to deny or disrupt its function. The statute allows the DoW to do this.

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If the DoD uses some Boeing plane, they do not want Anthropic to be able to interfere somehow.
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And my point is that using Claude models for coding a Boeing plane does not allow anthropic to interfere in the operation of those planes. Once the code is written, anthropic has not plausible form of control.

Thus, it cannot be a supply chain risk.

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