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.
It came out on Oct/29 instead; the date is there in the URL itself if you find the article behind a paywall.
https://www.nytimes.com/2026/10/29/us/politics/nvidia-china-...
I still think its possible the leak is due to administration infighting, but definitely less evidence now.
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.
> The close relationship between the president and Mr. Huang has impeded efforts to clamp down on Nvidia’s chip sales abroad, current and former U.S. officials said.
> This account is based on interviews with people briefed on the surveillance
the most likely scenario here is that the faction that supports export bans leaked the initial story to try to blackmail Huang into dropping his support for free trade, he refused, so they released the package to damage him as much as possible. likely route, based on the named sources, is senate or house intel agency staffers, using elected officials and classified briefings as cover.
NY Times, Jonathan Swan, and Maggie Haberman would identify this as being firmly located in the anti-Trump faction, so unless it is some super devious reverse play, which seems unlikely for Trump, it is a criminal leak.
Someone leaked intelligence assessments to the New York Times.
Maybe this was just a regular leak ... but ... . Jensen 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 , which is clearly against the interests of SpaceX/OpenAI/Anthropic.
This is of course conspiracy theory territory, but I wouldn't be too surprised if this was an intentional leak.