Nvidia earnings are next week, and a number of these articles were dropping right after market close the last week. The timing looked intentional, as was the announcement this morning right before open that Huang was stepping down.
Someone is playing games here, it's just a question of who and what their ultimate goal is.
my best guess is NatSec folks, perhaps BigAi too
there are very differing opinions among the presidents cabinet, re: Ai, chips, open weights and certainly some real china hawks in the NatSec bureaus