The normal pathway would be that this would be disclosed to said horny capitalist via state security, with the understanding that they'll behave in certain circumstances and that it will be ensured that things go no further. This is a win for Uncle Sam.
That this didn't happen is telling. Obviously, cui bono gives quite a long list, but the state would have needed to be on side.
1. China, to take down one of the keys to Nvidia's success and potentially sabotage US dominance in AI and hardware, right as they've started their own.
2. The US gov, who may have been worried about Jensen's "loyalty".
3. A coordination between the US gov and AI firms, who may not have appreciated Jensen's open-ness toward open models and likely refusal to install firmware-level blocks for "unapproved" models.
By whom?