The Nvidia story it is the story itself, but also the timing of the reporting and the motives of the people informing it. I'm not going to engage in grand speculation about all of that, but one strand is that people are not fond of Lutnick.
Lutnick Pushed to Weaken Chip Rules That Overlap With His Family Business
The commerce secretary has been writing new rules that would affect Southeast Asian data centers, some of which are clients of his former firm.