Jensen's been lobbying hard for years to get the government to allow selling high-end GPUs to China. It's his position that this will discourage local competitors from getting big enough to meaningfully threaten nVidia's dominance.

While there's nothing inherently incorrect about this position, the affair with an alleged spy means that he, personally and uniquely, cannot advocate for this policy without seeming compromised. Ironically, if nVidia agrees with him, they have to fire him.