Declaring Anthropic a supply chain risk means that Boeing can't use Claude to draft a poster informing people about the board meeting.
This isn't the Pentagon saying "I need pizzas to the front lines and Dominos won't do it; someone call Pizza Hut ASAP!". It's the Pentagon threatening to cut off Domino's ability to do business with a significant part of their customer base in order to compel them to deliver pizza way beyond their contractually-agreed service area.