Microsoft, Azure, AWS, Nvidia and IBM all have deals with other providers for AI. That itself doesn't turn the needle.
Nvidia can also say no, they won't have choice but yield or not have AI at all
Going by what Hegseth said, it bans them from relationships or partnering with Anthropic at all. No renting or selling GPUs to them; no allowing software engineers to use Claude Code; no serving Anthropic models from their clouds. Probably have to give up investments; Amazon alone has invested like $10B in Anthropic.
I think the point is that would be catastrophic for Anthropic.