There's probably a lot more to this than we'll ever know.

I think it's worth even considering that if the allegations are true that the objective was to get Huang fired. Sure, he sold China chips, but they have their own homegrown chips now and the Chinese government have played a direct part in that.

I'm thinking the people behind trying to oust him are people who don't appreciate him likely knowingly violating export sanctions and putting the rest of the company and himself at risk of massive fines and criminal prosecution

Given that

1/ China is still interested in chips

2/ Chip exports to China will now (presumably) be under even more scrutiny

What would their motivation be to leak this info?

There is no “they” in this. My read is the timing of all of this entirely down to the results of the midterm elections.

Over the next two years, Congress is going to haul in every tech CEO who licked Trump’s boots. I think Jensen tried to get in front of it and now journalists and institutional short sellers are digging up the dirt.

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