More likely the hardliners/security establishment. Rubio reportedly let Trump know of the affair/spy suspicion earlier this year (April? I don't recall), and he clearly ignored it because he likes Jensen and/or he wanted to get in on the action as Nvidia was making bank selling GPUs to China.
This breaking just before a meeting with Trump/Xi and just after the midterms show a changing wind in Washington is a hell of a coincidence—or not.
Do you have any good materials on reading about Rubio? I wouldn't have clocked this at all.
Securities lawyers, among others. All this scandal is going to lead to shareholder suits, which puts a LOT of pressure on the board to act. They have fiduciary duties!
China hawks in the admin. Trump was on board with loosening the export controls so that Nvidia could stay in the game, which ironically would've prevented China's domestic chips getting off the ground. The Stephen Miller types (and whoever connected to ant/openai) didn't want to concede anything. This is beyond personal vendetta stuff.
Given the report that the US gov knew about this for a while, it seems more likely that it's coming from the administration?