The most interesting part might be that this is coming out so publicly.

Someone leaked intelligence assessments to the New York Times.

Maybe this was just a regular leak ... but ...

Jensen/Nvidia has not been playing ball with other parts of the AI industry and the administration, pushing heavily against export bans and promoting open source models/companies , which is clearly against the interests of SpaceX/OpenAI/Anthropic.

This is conspiracy theory territory, of course, but I wouldn't be too surprised if this was an intentional leak.