A piece of speculative but interesting information: the FBI didn't give Jensen Huang a "defense briefing" which would warn him that he was being targeted, despite them knowing Alice Huang was a spy a year prior (memo circulated in May by the state department). Apparently this is very atypical.
The FBI so far has not provided a reason for the lack of a brief, but one reason they might not provide one is they suspect the target is a willing participant.
Large numbers of chips sold at high prices skirting export laws would possibly make him a willing participant...