Anthropic's dispute with US govt emerges as risk factor for Figma, others
Figma Inc. warned that its government sales could decline if Anthropic’s AI models remain banned by the U.S. government, as the company relies on Anthropic’s Claude for federal AI features. The dispute, which began with President Trump’s blacklisting of Anthropic as a 'supply chain risk,' has prompted similar concerns from cybersecurity firm Tenable and shipping platform Freightos over regulatory risks and engineering costs.
Figma Inc., a design software company, disclosed in a regulatory filing that its ability to sell to U.S. federal agencies could be impacted if Anthropic’s AI models remain restricted. The company uses Anthropic’s Claude large language model for AI features in products sold to government clients, and a potential ban could force Figma to replace critical functionality, risking sales to regulated organizations. Anthropic’s legal dispute with the U.S. government stems from President Donald Trump’s February decision to blacklist the company as a 'supply chain risk' due to concerns over military use of its AI models. Anthropic has since sued the Defense Department, arguing the ban stems from its opposition to certain technology deployments. Figma received federal sales authorization in early 2025 and expects government contracts to grow, though they currently represent a small portion of its revenue. The company’s warning follows similar disclosures from Tenable Holdings, a cybersecurity provider, which noted potential engineering costs and service disruptions if Anthropic’s models are replaced. Freightos Ltd., a global shipping platform, also cited regulatory risks tied to Anthropic’s legal battle. The issue highlights broader concerns for businesses relying on AI models tied to government restrictions, as compliance and operational risks escalate due to ongoing legal challenges.
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