Technology
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Oh he's clearly very desperate for the hype to keep going. His ass is literally on the line. (I mean, golden parachute, but he'll never work again), so no more infinite money glitch.
I forget who said it, but if AI doesn't literally surpass all current realms of thinking and automate everything, i.e. what they promised, it has failed. To the investors it means it failed. With that, the stock does not continue up exponentially, which to investors also means it failed. Then they demand he resign, and they put someone else in there.
He could have stayed realistic through the whole thing. "Hey everyone, we're learning day by day, and we're proud to be the chipmakers to bring this to you." Modest growth, but sustainable long term growth. Instead they drank the kool-aid full on, and said that it'll cure all disease and wipe out hunger and everything else. Now he's freaking out because all of the latest ideas are duds, people aren't buying the hype anymore, and that means Jensen might be looking at the end of his tenure.