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Pentagon Drops Anthropic's Claude After Designating the Company a Supply Chain Risk

Oct 07, 2026
The Deep View
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Summary

The Pentagon says it has stopped using Anthropic's Claude after designating the company a supply chain risk in February. Microsoft has cut its projected $1 billion internal Anthropic spend by more than a third, and Meta halved Claude Code seats to roughly 30,000. Anthropic plans an IPO before year end at a $2 trillion valuation.

Key Points

  • The Pentagon says it has ceased using Anthropic's Claude after designating the company a supply chain risk earlier this year.
  • Microsoft cuts its estimated $1 billion internal Anthropic spend by more than a third, per The Information, as Meta halves Claude Code seats to 30,000.
  • Anthropic reportedly targets an IPO before year end at a $2 trillion valuation, with a possible debut as soon as the week of Nov. 9.

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