Putting on my Paranoia hat: what if some aggressor indeed was able to introduce code into the Nvidia drivers, which - if put on enough systems - would cripple the ability to (re-)train Ai systems which might be used in military defense systems. What if - even worse - people decided to use Nvidia hardware in the inference systems as well… Putting down the paranoia hat. Happy weekend.
Not sure you're familiar with defense update and release schedules. As long as this gets fixed sometime in the next 5+ years, everything will be fine.