There are a few angles:

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. The US gov, who were previously skimming money off of illegal sales but now need to do performative justice to prevent themselves from being held accountable after the change in governance last week.

4. 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.