Customers (especially large ones) don't so much buy individual specific products, they buy into a company and its prospects. Customers don't want to chop and change. They want to lock in with the leader.
This whole thing shrieks out that Anthropic is at the head of the pack, with the most capable models.
It hardly matters in the customer's mind that today they can't buy this specific model.
The same customers that are barred by law from using antrhopic on any government contracts. If they get past that, they are then cant have any foreign workers use state of the art anthropic models. SOTA anthropic models also can work with working in any secure government clouds or with sensitive customer data due to retention policies.
It is hard to see being a new benefit for anthropic.