Market2026-09-03

The Pentagon says its designation of Anthropic as a supply-chain risk still stands. Emil Michael, Under Secretary of Defense for Research and Engineering, said so in a social media post on Thursday. His comment contradicts US Commerce Secretary Howard Lutnick. Lutnick had said Anthropic resolved its long-running problems with the Trump administration. The label restricts the AI company's standing as a US government supplier. Anthropic makes the Fable family of AI models. The disagreement leaves the company's federal position unsettled. Bloomberg reported the exchange between the two officials.

What changed

The Defense Department had labeled Anthropic a supply-chain risk, and Lutnick suggested that dispute was settled.

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