[ryandrake]

The government doesn't seem to be forcing them to do anything. They're saying that doing business with them is contingent upon changing the policy. So, they could simply stop doing business with the government.

Hegseth could come to my house today and tell me that I need to start kicking puppies in order to do business with him, and I could just say no. No coercion happening.

[nickserv]

If they comply, they can continue bidding on government contracts.

If they refuse, they will be put on a national security blacklist, like for Huawei's telecommunication equipment.

Seems pretty forceful to me.