Secretary Hegseth has implied this designation would restrict anyone who does business with the military from doing business with Anthropic. The Secretary does not have the statutory authority to back up this statement. Legally, a supply chain risk designation under 10 USC 3252 can only extend to the use of Claude as part of Department of War contracts—it cannot affect how contractors use Claude to serve other customers.
近期，Anthropic 宣布 Claude Code 能自动梳理 COBOL 依赖、生成文档并识别风险，引发市场对 IBM 主机业务受冲击的担忧，IBM 股价在当地时间本周一录得近 26 年最大单日跌幅，市值蒸发约 310 亿美元。
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