> the first report from NYT comes out on Nov 6th
It came out on Oct/29 instead; the date is there in the URL itself if you find the article behind a paywall.
https://www.nytimes.com/2026/10/29/us/politics/nvidia-china-...
Oops, nvm.
I still think its possible the leak is due to administration infighting, but definitely less evidence now.