@d4v @Tutanota I had to do some searching too. It's about their contract with the US pentagon after anthropic refused to do everything the government asked. I think they drew the line at the use of fully autonomous murder by their ai, and using it for mass surveilance or something similar (I'm a bit hazy on this part).
Here is an article about it (Firefox reader mode bypasses the paywall):
https://fortune.com/2026/02/28/openai-pentagon-deal-anthropic-designated-supply-chain-risk-unprecedented-action-damage-its-growth/
And here is Anthropic's blog post: https://www.anthropic.com/news/statement-department-of-war
OpenAI sweeps in to ink deal with Pentagon as Anthropic is designated a ‘supply chain risk’—an unprecedented action likely to crimp its growth

Anthropic said it will contest the decision—but the damage may already be done.

Fortune