The Trump administration has exactly one motive, and that is accumulation of wealth. There is literally no other reason they would do anything. Even if there were legitimate economic or security concerns, those aren't motivating to the Trump administration.

This is about grift, somehow, full stop.

I neither like nor support Anthropic, but there's just no sense in pretending the Trump administration is anything other than a kleptocracy or interpreting their actions under any other lens.