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.