Anthropic高管称五角大楼黑名单可能导致数十亿美元销售额受损并损害声誉

Anthropic executives say Pentagon blacklisting could hit billions in sales, harm reputation

March 10, 2026 1:57 AM UTC / Reuters

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Item 1 of 2 The Pentagon logo is seen behind the podium in the briefing room at the Pentagon in Arlington, Virginia, U.S., January 8, 2020. REUTERS/Al Drago/File Photo

[1/2]The Pentagon logo is seen behind the podium in the briefing room at the Pentagon in Arlington, Virginia, U.S., January 8, 2020. REUTERS/Al Drago/File Photo [Purchase Licensing Rights, opens new tab]

March 9 (Reuters) – Anthropic executives said the U.S. government’s blacklisting of the AI firm could cut its 2026 revenue by multiple billions of dollars and cause reputational harm.

The company filed ​a lawsuit on Monday to block the Pentagon from placing it on a national security ‌blacklist, escalating its high-stakes battle with the U.S. military over usage restrictions on its technology.

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Here is what its top executives said in federal court filings:

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CFO KRISHNA RAO

• “Across Anthropic’s entire business, and adjusting for how likely any given customer is ​to take a maximal reading, the government’s actions could reduce Anthropic’s 2026 revenue by multiple ​billions of dollars.”
• If the government’s actions are allowed to stand, the impact to ⁠Anthropic would be “almost impossible to reverse”.
• Anthropic projects that hundreds of millions of dollars in 2026 revenue ​may be at risk related solely to work carried out for the Department of Defense.
• The actions could ​undermine investors’ confidence in Anthropic and will increase Anthropic’s costs to raise the funds it needs to operate.
• Anthropic could lose 50% to 100% in revenue from defense contractors and others with dependence on the Defense Department.

HEAD OF PUBLIC SECTOR ​THIYAGU RAMASAMY

• “The government’s actions immediately and irreparably harm Anthropic. The designation also impugns Anthropic’s integrity and ​reputation as a trusted partner, having a real but incalculable effect on sales to non-governmental customers.”
• Expect immediate loss of ‌more than $150 ⁠million in annual recurring revenue tied to existing and expected Defense Department contracts.
• From December 2025 to January 2026, Anthropic saw a fourfold increase in annual recurring revenue run rate from public sector customers; business in the next five years was projected to increase to multiple billions
• If defense contractors cut ties, the ​firm’s expected public sector ​annual recurring revenue of ⁠more than half a billion dollars in 2026 could “shrink substantially or disappear altogether”.

CHIEF COMMERCIAL OFFICER PAUL SMITH

• A partner with a multi-million-dollar annual contract switched from ​Claude to a rival generative AI model for a U.S. Food and ​Drug Administration deployment, ⁠eliminating an anticipated revenue pipeline of more than $100 million.
• Negotiations with financial institutions worth roughly $180 million combined have been disrupted, a $15 million contract was paused, and one fintech customer cut a contract from $10 million to $5 million, ⁠saying the “situation” ​with the Pentagon made them unwilling to commit to spending ​more on Claude.
• Anthropic has received inquiries from more than 100 enterprise customers expressing “deep fear, confusion and doubt” about the repercussions of ​associating with the company”.

Reporting by Juby Babu and Chris Thomas in Mexico City; Editing by Sonali Paul

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