Short seller claims over 20% of Nvidia compute revenue tied to China
A short-seller report claims over 20% of Nvidia's FY2026 compute revenue ($32B+) still flows to China via Southeast Asian intermediaries, and analysts warn the China GPU sales funnel could face investigation.
2026-11-13 ~ 2026-11-14 · 2 related posts
- Episode 1: Singapore Accounts for 22% of Nvidia Revenue Amid Smuggling Concerns(2026-11-11, 3 posts)
- Episode 2: Short seller claims over 20% of Nvidia compute revenue tied to China(2026-11-13, 2 posts)
- Short report claims 20%+ of Nvidia compute revenue (~$32B) flows to China via intermediaries — teortaxesTex · 2026-11-13
- Nvidia China GPU funnel under scrutiny: ~20% of compute revenue may be China-linked, guidance cut looms — SumitGup · 2026-11-14