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How Anthropic Became The First U.S. Company To Be Designated As A Supply Chain Risk

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March 8, 2026

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The Pentagon has taken the unprecedented step of designating Anthropic as a supply chain risk, a label historically reserved for foreign adversaries. The move bans U.S. military use of Anthropic’s AI models and threatens its booming enterprise business, just as the $380 billion company eyes a public offering. CEO Dario Amodei says the company will challenge the Department of Defense in court, even as the U.S. military continues to use Anthropic’s AI tools in active operations against Iran. With both sides reportedly still negotiating, CNBC’s Kate Rooney explores how the outcome could redefine the relationship between Big Tech and the U.S. government for years to come.

Produced and Edited by: Andrew Evers

Reporter: Kate Rooney

Additional Production: Laura Batchelor, Jeffrey Kopp

Senior Director of Video: Jeniece Pettitt

Additional Footage: Getty Images

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How Anthropic Became The First U.S. Company To Be Designated As A Supply Chain Risk

Guests & Subjects Covered

The PentagonAnthropics AICEO Dario AmodeiIran WithCNBCs Kate RooneyBig TechCNBC TVWatch CNBC

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