The most interesting part might be that this is coming out so publicly.

Someone leaked intelligence assessments to the New York Times.

Maybe this was just a regular leak ... but ...

Jensen/Nvidia has not been playing ball with other parts of the AI industry and the administration, pushing heavily against export bans and promoting open source models/companies , which is clearly against the interests of SpaceX/OpenAI/Anthropic.

This is conspiracy theory territory, of course, but I wouldn't be too surprised if this was an intentional leak.

The moment I saw the leak I had that exact same thought.

I think everyone with a brain did.

It was done intentionally to send a message to him and to wrap him over the knuckles.

Great people all round.

I suspect that the "intention" behind the leak isn't really about Jensen or Nvidia, but is just more administration infighting - Jensen is just collateral damage.

Consider the timing of the reporting - the first report from NYT comes out on Nov 6th - just enough time after mid-terms. Consider that follow up reporting clearly identifying Rubio as the author of the in-administration warning memo.

JD and Rubio (and who knows who else) are clearly trying to find ways to distance themselves from Trump without being completely cut to pieces, now that it's completely clear that the Trump brand is toxic.