My understanding is that this is only coming from the US government. Do we have any reliable information to back this up? Because if it's just the US government, I can safely assume it's all lies.

I have no idea, but --- non-normatively --- there is some signal to be gleaned from this particular provider being targeted and not other, better-known and more systemically important ones.

The signal is only that they are small enough the collateral damage is not too great for the government to bear.