Yea my understanding is that is also what it was about. I don't know if he knows state secrets or not. The affect on national security is more that if he's selling billions of dollars of GPU's to foreign adversary's he's helping foreign adversary's gain power over the US. The video in question talks about how selling GPU's is like selling enriched uranium, thus the national security concern. Whether that's a good analogy or not, I don't really know. But the people at these AI companies (ANT/OpenAI) do seem to talk a lot about how there's a non-zero chance AI will end the world so..