Short report claims 20%+ of Nvidia compute revenue (~$32B) flows to China via intermediaries
teortaxesTex · x · 2026-11-13
A speculative thread on the Jensen situation: a short report claims over 20% of Nvidia's FY2026 compute revenue stayed China-driven via illegal GPU diversion through Singapore/Malaysia intermediaries — that's ≥$32B of 2025's $162B sales, roughly 1M GPUs, mostly Hoppers. The author argues the market has long priced in the China problem (hence NVDA's low multiples), and that Trump quietly pressed Huang to dial it back before the midterms.
More from Companies & People
- Compute is going fungible: Anthropic roadshow backs Ben Bajarin's hyperscaler thesis — BenBajarin · 2026-11-13
- Applied Compute acquires Delegate, founded by ex-Scale AI enterprise builders — ypatil125 · 2026-11-13
- Jensen Huang ouster rumor sparks pushback: CEOs do get fired over affairs, not OSS fights — ShakeelHashim · 2026-11-13
- Luminai Topology Launches, Cutting Cleveland Clinic Referral Processing From 3+ Days to Same-Day — ycombinator · 2026-11-13
- Tech Leaders Collectively Defend Scandal-Plagued CEO, Mocked for 'Wanting Crucifixion' — zacharynado · 2026-11-13
- AI study chatbots: $72 vs under $5 per student across business schools — joshgans · 2026-11-13