This was my original read of the whole thing. The timing on this, happening immediately after the Republicans lose big-time? This all seems so incredibly convenient and weird. I sincerely believe this is retaliation for something that he did or didn’t do.
What could he have done to swing the election in their favor? I think it’s more likely that with Democrats in power, NVIDIA can no longer count on the Trump administration’s corruption to prevent investigations. There may be a lot more left to uncover, and they now have a convenient fall-guy to pin everything on.
The Dem plan for AI was to work with Anthropic and lock down GPUs to prevent running open / unapproved models. Basically limit AI development and inference to a handful of regulated companies.
Jensen Huang wasn't on board with that so now he's gone.