Investors and index funds are really the biggest examples of "bad behavior" to blame this on. And frankly, they're decently well-covered by preexisting datacenter demand, sans any federal bailout. It's not like Apple is shipping a TSMC product that obsoletes Nvidia's product line, nor AMD/Intel for that matter.
Not sure why the fed would invoke natural security to solve a problem the free market can correct. Hell, chances are the CIA needed a new tranche of GPUs for surveillance projects like SENTIENT anyways, I bet they would buy the GPUs at market-price if they haven't already.