It means that all companies contracting with the government have to certify that they don't use Anthropic products at all. Not just in the products being offered to the government.
This is a massive body slam. This means that Nvidia, every server vendor, IBM, AWS, Azure, Microsoft and everybody else has to certify that they don't do business directly or indirectly using Anthropic products.
Microsoft, Azure, AWS, Nvidia and IBM all have deals with other providers for AI. That itself doesn't turn the needle.