The big conspiracy is not $11m of hardware going missing in domestic US, its everyone from Jensen Huang to Trump knowing Huang's girlfriend was a Chinese spy and several mysterious shell companies with a front office that she was connected to in Singapore buying billions of dollars of chips. At least based on reporting so far.

edit : oh and possibly Lutnick and Nvidia covering it up

So perhaps there's another shoe to drop in terms of Nvidia (the DOJ case), and maybe Trump throws Lutnick under the bus when the heat piles on