在法律文件与高管陈述中，Anthropic 指出，特朗普政府上月末将其列为“供应链风险”后，其与五角大楼相关及民用客户的交易都受到明显扰动。首席财务官 Krishna Rao 说，2026 年与五角大楼合作预期的收入已有数亿美元面临风险；若政府进一步施压更广泛的商业公司与 Anthropic 切断关系，即使与军方无直接关联，Anthropic 可能最终损失数十亿美元销售额。公司自2023年商业化以来累计销售额超过 **$5 billion**，同时在模型训练与部署上投入超过 **$10 billion**，但整体仍未盈利。公司在旧金山联邦法院和华盛顿特区联邦上诉法院提起两起诉讼，试图在“供应链风险”争议解决前继续与国防部合作，并请求最早星期五开庭的临时救济。
公司披露的商业流失主要表现为客户重新谈判或暂停交易：一家金融服务客户暂停了 **$15 million** 交易，另外两家领先金融科技公司将总计 **$80 million** 的交易搁置，除非可单方撤约；另一家金融科技客户要求将计划中的 **$10 million** 合同削减 **$5 million**，另一家大型制药企业要求提前 10 个月结束合同。一家大型连锁超市取消了销售会议；一家称拥有政府合同的 Fortune 20 公司表示其律师“freaked out”；并有医疗保健与网络安全公司放弃了联合发布公告。Paul Smith 总结道，客户已表现出“深度不信任”，并且在条款中要求更多取消权与风险保护条款。
外溢效应也在非军事领域扩散：Pete Hegseth 在 X 上称“自即刻起”凡与美国军方有业务往来的承包商、供应商或合作伙伴都不得与 Anthropic 进行商业合作，导致部分联邦机构命令电子测试公司和网络安全公司停止使用 Anthropic，尽管其被告知并无明确法律依据。Anthropic 预计 2026 年公共部门经常性收入原可超过 **$500 million**，现下调约 **$150 million**，即约 **$350 million**。微软与亚马逊宣布仅暂停与国防部相关用途的服务，其他领域继续提供 Claude，但 Rao 强调，持续的现金流不确定性与诉讼拖延将严重削弱市场信心，影响筹资能力，并阻碍在激烈 AI 前沿竞争中训练下一代模型所需资本。
Following court filings and executive statements, Anthropic says the Trump administration’s late-last-month designation of it as a “supply-chain risk” has disrupted both Pentagon-linked and commercial deals. Chief financial officer Krishna Rao said expected Pentagon-related revenue of hundreds of millions this year is already at risk; if the U.S. government succeeds in pressuring a broader range of businesses to cut ties even without military links, Anthropic could ultimately lose billions in sales. Anthropic’s cumulative sales since commercializing in 2023 exceed **$5 billion**, while it has spent over **$10 billion** on model training and deployment, yet remains unprofitable. The company filed two lawsuits (San Francisco federal court and Washington, D.C. appeals court) and is seeking an early hearing for temporary relief while the “supply-chain risk” challenge is litigated.
Commercial fallout is increasingly concrete. A financial-services customer paused a **$15 million** deal, while two leading fintech clients put **$80 million** in deals on hold unless they can cancel unilaterally. Another fintech case sought a **$5 million** reduction from a planned **$10 million** contract, and a major drugmaker reportedly wanted its contract shortened by 10 months. A grocery chain canceled sales talks, a Fortune 20 company with government contracts warned that its lawyers were “freaked out,” and healthcare and cybersecurity firms stepped back from joint press releases. Paul Smith said customers are showing “deep distrust,” increasingly demanding extra safeguards and termination rights.
The shock is also spreading beyond direct defense work. Pete Hegseth’s directive that no contractor, supplier, or partner doing business with the U.S. military may conduct commercial activity with Anthropic has triggered federal-sector pressure on vendors, including orders to stop using Anthropic at an electronics-testing firm and a cybersecurity company despite no clear legal basis. Anthropic’s projected 2026 public-sector annual recurring revenue was above **$500 million**, now revised down by **$150 million** to about **$350 million**. Microsoft and Amazon have reportedly continued non-DoD distribution, but the trend is clear: reduced demand, deal renegotiation, and legal uncertainty threaten market confidence and Anthropic’s ability to raise capital for next-generation model development in an extremely competitive AI frontier race.