The midterms seem like the most obvious timing. Trump has a little less power and everyone is starting to plan for what happens after him - jockeying for being able to say they didn't support this and that. If it was only being ignored because Mr Huang could donate a lot of money to Trump's ballroom that deal probably isn't as important now.

> What changed now compared to 2 years ago to make Trump care?

We all now know that Trump knew about it, that's what has changed. It was fine when this was private, but now his administration is starting to get questions around why his Commerce department punted the initial investigation to DOJ where it ultimately died as the opposition party is about to retake Congress with investigations top of mind.

Yeah, over a year ago the likes of Gamers Nexus was able to follow the clues to figure out how Nvidia was skirting the export ban.

It's hard to believe the US government was so incompetent that they didn't do the investigation a YouTuber did (But not impossible).

The export ban was always BS. Unless you are going to do a total ban and all parts are manufactured in the US, then it is just 1 additional hop to get stuff into China.

You have put your finger on it.

Likely there was at least a feeling of mutual understanding between Jensen and key people in the administration. Now the wind has turned in a big way and none of that is on paper. And in fact what is on paper points in the wrong direction.

Probably the only thing protecting NVDA from prosecution right now is that nobody in the White House wants to pop the AI bubble. That might protect Jensen too because he would entangle the company. There will be an interesting tension with congressional oversight. Buy popcorn and NVDA vol.