According to TechCrunch, the U.S. defense technology sector is experiencing supply chain turmoil caused by regulatory policy conflicts. Although Anthropic's Claude model is currently still used by the U.S. military for operational support, a series of overlapping and conflicting bans issued by the Trump administration have led many defense technology contractors to accelerate the abandonment of the system.
According to the latest instructions, civil agencies are required to immediately stop using Anthropic products, while the Department of Defense has been granted a six-month transition period. However, before the policies are fully implemented, the conflict between the U.S. and Iran has placed the model in a sort of "wartime paradox": on one hand, Claude is deeply integrated into Palantir's Maven system, assisting the Pentagon with real-time target identification and prioritization; on the other hand, Defense Secretary Pete Hegseth has publicly pledged to include it on the list of supply chain risk.

As a result of these expectations, a large-scale "decoupling" trend has emerged in the defense industry. Major contractors such as Lockheed Martin have already started the process of replacing the model, and venture capital firm J2Ventures has confirmed that 10 companies in its portfolio have stopped using Claude in military scenarios.
