Let's assume that Lutnick, Trump and even Jensen Huang were all making money on the side by using their combined involvement to bypass export controls. The $25 million ballroom donation, and likely other forms of quid pro quo to be discovered by a pending investigation. If Trump was informed twice that she was a "spy" over the course of a year, and did nothing, and Lutnick failed to add Megaspeed and others to the export control lists, and the ballroom donation was made... It seems clear to assume that this lost shipment was also being tracked by the Feds and even more likely, they know exactly where it is now. The timing of it all would be too coincidental to not be connected. And if this is the case, all of the above were just caught red handed in an elaborate form of public corruption and quid pro quo that goes from nVidia, through the Commerce Dept and directly to the President. I'm sure there is much more to come on this story...