I've still not seen the specifics/details about the spy fucking, or at least one detail that's really important.

I saw stories that she'd sent like >$2 billion worth of chips to china, 'smuggled' those chips to china.

The big question is, is it 'smuggling' as in NVIDIA didn't get paid, or is it 'smuggling' as in NVIDIA saw $2 billion on the table, and said "Fuck US sanctions, we're a company and we like money!". I've a strong suspicion its closer to the latter. Especially since the USA went fascist, and started pissing off every ally -- China's a more stable business partner.

Americans may foolishly wonder "OMG where'd our soft power go?!" -- but they elected a dictator who has explicitly worked to destroy America's reputation and soft power/influence globally. Even America ignores America's sanctions, they declare new sanctions against Russia in the morning, then announce deals to buy diesel from Russia in the afternoon -- why wouldn't any other country or company view America's dictates as a joke? Even SpaceX/Musk, the guy that worked at DOGE for the White House and had access to all of America's data systems, does business regularly with Russia. The Trump's literally welcomed a Russian oligarchs asset into their family, marrying her to Don Jr to solidify their bond, while America makes these silly motions about sanctions.

The industry is trying to play up Jensen's affairs as the reason for the AI route in the market. It's an attempt to lead the media down a different path, to distract from the grass roots push back against AI / data center spends, and the unjustified stock prices of these companies given their lack of profitable products.