Analyst reveals Nvidia's PR response to its $17.4B Singapore chip-routing concerns
josh_bickett · x · 2026-11-12
Kobeissi Letter shares a previously untold story: 22 months ago they published analysis suggesting NVIDIA's AI chips were potentially being routed to China through Singapore. Within 24 hours, NVIDIA's Head of PR contacted them directly.
At the time, NVIDIA booked $17.4B of revenue from Singapore in the prior 3 quarters versus $11.6B from China, while the US had 5,375 data centers, China 448, and Singapore just 99 — the numbers didn't add up. Commenters note this is likely bigger than just memes.
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