… Where the situation becomes more complicated—and more troubling—is in the decision to designate Anthropic a “ supply chain risk .” That tool exists to address genuine national security vulnerabilities, such as foreign adversaries. …
… Using too much proprietary software; over-relying on supply chains from outside the EU; having non-EU support staff; liability to non-EU laws like the CLOUD Act: All hurt a bidder’s score. …
… It holds approximately 88% of global platinum-group metal reserves , critical inputs to parts of the semiconductor and data center supply chains that make AI infrastructure possible. …
… Missing a deadline can negate the value of an entire design and may have major financial consequences along the entire supply chain. …