I dont think its more soo about the ban as China itself has 'officially' blocked the chips that were being licensed as exportable. I think its more of the asks that were being made by the NATSec and Amodie aligned actors (see the pod he had with Dwarkesh ), to ho tighter and more aggressive. Basically Jensen was sort of the brake on the impulsive ideas getting thrown around on how to 'win' AI and create a moat against all latecomers.

In any case pushing him out allows a freer hand for their shenanigans , so well know shortly what the asks were that he pushed back on (kill switches in chips?) if they get announced.

Also his role will be difficult to fill , seeing as hes had biz/gov relations going back decades with all relevant players in the semi industry from design ,litho,fabs to packaging etc.