More likely the hardliners/security establishment. Rubio reportedly let Trump know of the affair/spy suspicion earlier this year (April? I don't recall), and he clearly ignored it because he likes Jensen and/or he wanted to get in on the action as Nvidia was making bank selling GPUs to China.

This breaking just before a meeting with Trump/Xi and just after the midterms show a changing wind in Washington is a hell of a coincidence—or not.