[easton]

> Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic.

I’m sure the lawyers just got paged, but does this mean the hyperscalers (AWS, GCP) can’t resell Claude anymore to US companies that aren’t doing business with the DoD? That’s rough.

[prpl]

Probably yes. Additionally the (probably more for AWS) won't be allowed to use it internally either. This will probably apply to all the top SaaS/software companies unilaterally.

Additionally, every major university will undoubtedly have to terminate the use of Claude. First on the list will be universities that run labs under DOD contracts (e.g. MIT, Princeton, JHU), DOE contracts (Stanford, University of California, UChicago, Texas A&M, etc...), NSF facilities (UIUC, Arizona, CMU/Pitt, Purdue), NASA (Caltech).

Following that it will be just those who accept DOD/DOE/NSF grants.

[doug_durham]

There is no evidence that what you say is true. A tweet is not a legally binding statement.

[s3p]

It was confirmed by the Anthropic CEO that contractors can still use Claude for non-defense work.

[stackskipton]

Billable hours will win figuring it out but in theory, no because they can’t test it or use it.

Generally any machine that touches Supply chain Risk software cannot ship any software to DoD. AWS has separate clouds but software comes from same place.

[fluidcruft]

Bigger question is whether government contractors can use any Open Source software after this. Open Source is a big part of the supply chain.

[JumpCrisscross]

It means everyone waits for the injunctions.

[progbits]

(edit: I'm most likely wrong)

You got it backwards, can't use claude if you ARE doing business with DoD.

Presumably AWS/GCP don't care, its up to the end customer to comply. Not like GCP KYC asks if you work with DoD.

[cobolcomesback]

AWS/GCP/Azure all do business with the DoD and at least AWS and Azure use Claude a decent amount internally. AWS’s Kiro tool (which is used internally instead of Claude Code) relies entirely on Claude models.

This is almost certainly going to be rolled back, because I guarantee the DoD isn’t going to stop doing business with the hyper scalers, and the hyper scalers aren’t going to stop doing business with Anthropic.

[rfw300]

I don't think he got it backwards, at least if Hegseth's statement is accurate. AWS, GCP, etc. all do business with DoD. If they, as DoD contractors, are no longer allowed to do business with Anthropic, then presumably they have to stop re-selling or hosting Anthropic's models to anyone.

[copperx]

So GitHub Copilot will remove Anthropic as an LLM provider, I suppose?

[infecto]

Agree with other reply. I don’t think it’s backward. No they said any commercial activity. Does not feel like a stretch that commercial activity includes reselling api usage.

[prpl]

have you tried punching in "Huawei" the shopping portal on google.com in the US?

[mtmail]

No, what happens when one does?

[outside1234]

There is no way they can just stop selling Opus 4.6. This will crater the market.

[janalsncm]

This doesn’t erase Claude, and even if it did Gemini and Codex are there to replace it.

Even if a ton of companies have to switch over to an alternative, it won’t be catastrophic to the economy.

[hobom]

Even more extreme, that might mean they won't be able to offer Claude to non-US companies at all.

[nl]

I don't see how you get that reading. Anthropic is clearly allowed to sell Claude to companies not doing business with the US Military. If anything that's more likely to be non-US companies.

[throw324782]

Wait, what about Bun?