This is not about the usage restrictions in the agreement. As shown by OpenAI's agreement getting similar restrictions. It is about Anthropic's attitude in how Anthropic has the ultimate power in its usage. If RTX started demanding that they should be the ones to decide who Tomahawk missiles can be used on when they are launched. And RTX said that the government should file a support ticket to appeal a decision, then I would not be surprised that such actions could lead to considering them to be a supply risk. Even if it was just part of "business negotiation." It is the mindset that the other company has which clearly is showing signs of risk.