Culper Research Short Report Questions Nvidia's China Revenue Claims
Culper Research's short report alleges Nvidia's China revenue did not fall to zero after export controls and may still exceed 20% of compute revenue, and claims its largest Southeast Asian buyer Megaspeed—backed by Nvidia as China-free—is secretly funded by Alibaba via a Singapore shell company and under US and Singaporean investigation.
2026-11-09 ~ 2026-11-09 · 3 related posts
- Episode 1: Culper Research Short Report Questions Nvidia's China Revenue Claims(2026-11-09, 3 posts)
- Episode 2: Report: Megaspeed allegedly routed Nvidia chips via Southeast Asian shells(2026-11-09, 2 posts)
- Short seller Culper alleges Nvidia has a 'China problem'; GPU shipment claims under scrutiny — bookwormengr · 2026-11-09
- Short seller alleges Alibaba funded NVIDIA's top SEA buyer Megaspeed via Singapore shell — GarrisonLovely · 2026-11-09
- Short seller alleges over 20% of Nvidia's FY2026 compute revenue still flows from China despite 'zero' claim — FuSheng_0306 · 2026-11-09