certainly sounds like that's the case, yup
And I'm pretty sure Jenson resigning without a suitable, almost identical successor will kill NVIDIA, the way Intel and AMD and IBM became mere husks of what they were, with no possible road to another western replacement in sight.
It's odd that you seem to consider two /entirely opposed/ hypotheses as being similar to one another. Superficially, "I'm fairly convinced [this is an intel op of some kind]" makes the two seem similar, but each comes with an implicit set of consequences, right? So it's really "I'm fairly convinced [this is supposed to be really advantageous to the west because of these suspected consequences for the west] or that it's [really harmful to the west because of these other suspected consequences]". It seems odd to suspect two highly opposed set of consequences as both being reasonably likely and thus admitting to two diametrically opposed motivations for the same act.
Nvidia is incredibly valuable, in large part due to Jenson.
The US is aligned with Nvidia, but it does not have total control and so is largely beholden to its choices. Amung other things, the US is paranoid about the resource ever aligning with China (thus export controls). Jenson may refuse to cede more control.
China is misaligned with Nvidia, due to competition with the US. It will never have any control, and thus wants it removed from alignment with the US to mitigate their advantage.
Both superpowers have vast intelligence networks with a long history of causing untold human suffering in pursuit of their short-term, often meaningless goals.
Suddenly, Jenson is under attack from all angles over something relatively unrelated and meaningless to Nvidia - certainly disproportional to his role as arguably one of the most important people on the planet. Within a day, with no actual information of what happened, major media companies are calling for Jenson to be removed from his position.
This could benefit the US government, who can now get a replacement more amenable to, say, the surveillance state or more ideologically opposed to China. Destruction of Nvidia be damned, the CIA hasn't though more than 2 years ahead since the 60s.
This could benefit China, as this could cause a rapid decline in Nvidia's progress and therefore the West's ability to continue beating China - in particularly since there seems to be no one capable of filling the gap if it were to happen.
> And I'm pretty sure Jenson resigning without a suitable, almost identical successor will kill NVIDIA
Maybe, but Nvidia bears responsibility for having such poorly de-risked corporate governance. It's actually shocking that the company propping up the entire AI industry (and thus the US economy) is led by a CEO with no COO and dozens of direct reports. Jensen thought he was invincible because he positioned himself to have total control of the company operations, which certainly didn't encourage him to think twice about making the mistakes he did. He acted out because he felt empowered to, and it's easy why.
My argument isn't that Jensen didn't do it - I have no doubt he had multiple affairs. He already admitted to the first one!
My argument is that the President of the United States raped children and nobody even talks about it anymore. So Jensen fucking consenting 50 year-olds and suddenly having the CIA outing him (after knowing about it for a year apparently), and every major media company calling for his resignation over it, before any actual investigations finish and over something seemingly neither illegal or particularly related to his work is weird.
> Occam's razor.
In light of the above, I would say Occam's razor is someone is trying to get rid of Jensen.
Reporting by both NYT and WSJ has said there have been two opposing factions in the White House on China/AI policy since Trump was elected. The Model Hawks want to Keep America Strong by slowing China's progress in advanced AI models. They think the best way to do that is by stopping US advanced AI hardware going to China (as much as we can).
The Hardware Hawks wants to Keep America Strong by slowing the development of AI's homegrown advanced AI hardware industry. They think the best way to do that is by ONLY selling US advanced AI hardware to China that's slightly more powerful than what China could make on their own now.
Trump vacillates between the two factions (sometimes daily), as indicated by banning the sale of certain somewhat advanced chips, then later reversing that ban. The argument to reverse the ban was because before any ban NVidia had >90% of China's domestic market and after a couple years of ban was down to ~50%, with the difference funding the development of China's AI hardware industry.
I think both factions actually have valid points and don't know which would be better. However, to your point about the reason for these leaks of >6 month-old intelligence reports now - it's that Jensen (and NVidia) have always been in the Keep America Strong by slowing China's domestic hardware industry. If China's domestic AI hardware companies are Mice, NVidia is the Cat saying, "I was keeping your mouse problem under 10% until you locked me out and now it's 50%" Let me back in and I'll get it under control again.
Jensen has developed a pretty good relationship with Trump and is able to sometimes sway his opinion. Whether this is good or bad depends on which kind of Hawk you are. For example, Jensen was invited to go on Trump's first China trip and the Model Hawks were not happy. On Trump's second trip, the Model Hawks managed to keep Jensen from being invited and the Hardware Hawks were not happy. Air Force One left Washington without Jensen, but then stopped in Alaska and picked up Jensen - which made the Model Hawks crazy. The Model Hawks made sure the intelligence report about Alice being a suspected asset for Chinese intelligence was included in briefing report sent to Trump back in May. But Trump it didn't get Trump to stop listening to Jensen sometimes (Trump today claimed he "doesn't remember seeing it, or if he did see it, it didn't make a big impression on him").
So who benefits by these old reports about Alice from May leaking now and blowing up all over the news? BTW, Jensen and NVidia have consistently been Hardware Hawks since long before Jensen met Alice in March 2024. Arguably, any NVidia CEO has a fiduciary duty to shareholders to be a law-abiding Hardware Hawk.
Also the WSJ has reported that Chinese intelligence first developed Alice into an asset because of her relationship with Jensen. Because export controls were bad for her data center company, Alice was obviously already on the Hardware Hawk side before being an info source for Chinese intelligence. The under-reported story (dig a little on WSJ) is that after nearly two years of Commerce and Justice Dept investigating Megaspeed, the US govt still hasn't put Megaspeed on the blocked Entity List (which they can do anytime without explanation). No one knows why, but congress is starting to ask about it. BUT, strangely, NVidia voluntarily placed Megaspeed on their own blocked list in June 2025 and hasn't sold any new GPUs to Megaspeed since then (they did sell a few repair parts and replacement components to support previous sales). So... "Good Guy NVidia?" Not really, these export controls have the same severe penalties as selling cruise missiles and it's a 'strict liability' regulation on suppliers. That means if the supplier "knew, or should have known" that GPUs were being diverted, they would be guilty - and that's potentially serious jail time (in decades) for every individual employee who knew and personal fines up to $1M per card. So... yeah, Alice banging Jensen didn't stop Megaspeed getting cut-off just over a year after she met him.
Someone else stepping up or stepping in has things to do.