Maybe:

1. There really was a supply chain attack, but Apple and AWS did not detect it.

2. Trump Administration staff worked with Bloomberg reporters on an domestic propaganda piece to expose the attack in a public way amid China-US trade war.

3. They blundered coordination of their strategic communications, not expecting companies to question the story.

This allows us to consistently believe that:

a. There was a supply chain attack.

b. The companies mentioned were not those who detected it.

c. Intelligence and Tech have different perspectives/stories.

d. All actors/parties are acting in a way consistent with their missions, objectives, and incentives.