No. It is much more than this.

If I sell red widgets that I make by hand to the government, I won't be allowed to use Anthropic to help me write my web-site.

But Anthropic can't be a winning bidder, can they? They're specifically saying they won't offer certain services that the US Gov wants. Therefore they de facto fail any bid that requires them to offer those services. (And from Anthropic's side, it sounds like they're also refusing to bid for those contracts.)

Is that not sufficient here?