My conspiracy theory is that its American spies who let this go public to pressure him out because Jensen was fighting their agenda of stopping China getting advanced chips. The flow will probably slow for a while, domestic Chinese companies will be forced to adapt, and as a bonus the USA wont even be competitive because they took their best horse out behind the woodshed and shot it to stop someone else from getting a ride. 12 months from now Jensen is gonna be VP of AI hardware at Huaweii or similar, calling it now. Another A+ geopolitical move from an administration that has been in a class of its own right from the beginning. Im a nobody who knows nothing but if I had to bet it would be on this.