According to CoinMeta, as reported by Forkast, the government market is undergoing structural changes. On October 5th, the Pentagon confirmed the cessation of using Anthropic products, marking the official establishment of a dual-track system for government AI procurement. Market differentiation has already begun, and the decision to stop using these products, along with the signing of contracts with Google, XAI, and OpenAI, has solidified this trend. There are two main groups among leading AI companies: those willing to modify their models for government use cases and those that are not. This division has a direct impact on capital allocation, valuation models, and economic feasibility in the current policy environment. The financial losses from Anthropic are controllable, but it signifies a broader exclusion from federal procurement channels, particularly at a time when government AI spending is accelerating. In contrast, OpenAI has signed an agreement with the Government Services Administration to provide zero-cost licenses for ChatGPT, Codex, and API to federal, state, and local agencies. This arrangement locks in government distribution and highlights the fierce competition for market share.