NDAA (The "Huawei Rule") is for cases when a foreign entity has infiltrated or taken over the company in question.
But DOD wants to use Anthropic so is really confirming that there is no foreign entity issues. They want to use it.
So to use NDAA (The "Huawei Rule"), is nakedly false and being used as a punishment.
Which if allowed to happen, could be used against any US Corporation to enforce compliance with the regime..