[mbreese]

The are the owner of the code that they wrote that depends on the GPL code... so they might not own all of the code, but they presumably own some of the code. And that's usually the most interesting bits that one might need (when modifying a device, for example).

I still don't see how the State would be involved here though...

[DannyBee]

States make laws about import and export, and ignoring that, are the enforcement mechanism. The legal authority under which things happen is going to be "The party".

IE If i get a federal judge to order source code access, do you think I did it, or instead that a party (IE US) just compelled access?

(Hint: The law mostly says the latter ;p. That's why i can get law enforcement to enforce it. Because it's an order of the government, not an order of me)

Now, whether it meets the other conditions for the "no compulsion" part, that depends on the circumstances.