US EditionBig tech group supports Anthropic in Pentagon fight as investors push to de-escalate clash over AI safeguards
Anthropic's investors and major backers like Amazon and Nvidia seek to avoid a Pentagon supply-chain risk designation that could halt $19 billion in projected annual sales.
- On March 4, the Information Technology Industry Council, whose members include Amazon and Nvidia, expressed concern about the Pentagon considering a supply‑chain risk designation without naming Anthropic.
- The months‑long dispute centers on how the military may use Anthropic's AI, with the Pentagon pressing for an all‑lawful‑use clause and Anthropic refusing to allow Claude in autonomous weapons or mass surveillance.
- CEO Dario Amodei has held talks with major investors including Amazon CEO Andy Jassy, while venture firms Lightspeed and Iconiq explore solutions and investors contact administration contacts to prevent a ban.
- Investors warn a supply‑chain risk label could severely damage Anthropic's enterprise sales, which compose about 80% of revenue with a $19 billion run rate, risking future share sales and an IPO.
- OpenAI said Friday it reached its own classified deal and argued Anthropic shouldn't be labeled a risk, while Anthropic plans to challenge any designation in U.S. courts.
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The Pentagon formally labels Anthropic a supply-chain risk
US Defense Secretary Pete Hegseth speaks during a press conference on US military action in Iran, at the Pentagon in Washington, DC, on March 2, 2026. | Brendan Smialowski/AFP via Getty Images View Link After weeks of failed negotiations, public ultimatums, and lawsuit threats, the Defense Department has formally labeled Anthropic a "supply-chain risk", escalating its fight with the AI company over their acceptable use policies and potentially …
Pentagon labels Anthropic supply-chain risk days after CEO lashed out at Trump, OpenAI
The Pentagon has reportedly told Anthropic it will be officially labeled a supply-chain risk – just days after the AI firm’s CEO Dario Amodei circulated a letter to staffers bashing the Trump administration’s efforts against the company.
It’s official: The Pentagon has labeled Anthropic a supply-chain risk
The Department of Defense has officially labeled Anthropic a supply-chain risk, making the AI firm the first American company with the label. Meanwhile, the DOD continues to use Anthropic's AI in Iran.
After the CEO of Anthropic, Dario Amodei, resume the discussions with the Pentagon on how their artificial intelligence models (IA) are used by the United States Armed Forces, indicating that a consensus can be reached, the Pentagon stated that it formally notified the IA company that it and its products considered a risk to the U.S. supply chain, according to a high defence officer.
Big tech group supports Anthropic in Pentagon fight | Honolulu Star-Advertiser
SAN FRANCISCO >> A big tech industry group consisting of major Anthropic backers Amazon and Nvidia on Wednesday expressed concern over the Pentagon’s decision to declare the artificial intelligence company a supply-chain risk as other investors raced to contain fallout from the lab’s fight with the U.S. Defense Department.
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