Nvidia China GPU funnel under scrutiny: ~20% of compute revenue may be China-linked, guidance cut looms
SumitGup · x · 2026-11-14
Per @psyduckcapital: CFO Colette Kress has been in office throughout Nvidia's China sales, including the segmentation change that made Singapore disappear. Expect her to cut back on SEA-to-China GPU funnel deals to minimize liability. A guidance cut at next week's earnings is likely, and an official investigation or outright ban on these sales is probable. Lutnick is under fire, and Culper estimates 20% of compute revenues could be China-linked.
Related event: Short seller claims over 20% of Nvidia compute revenue tied to China(2 posts)→
More from Venture
- Only Nvidia actually made money on AI, argues Bindu Reddy—neo-clouds will collapse first — bindureddy · 2026-11-14
- Reddit traffic falls 13% as Google's AI Overviews eat search referrals — gaganghotra_ · 2026-11-14
- Figure AI seen most exposed to Nvidia fallout: $3.5-6B compute deal in limbo — kscottz · 2026-11-14
- Veteran engineer shifts to cash: AI uncertainty makes this market 'betting on desperation' — robleclerc · 2026-11-14
- AI Image-Generation SaaS Sells for $4K on TrustMRR at Just 0.5x Revenue — marclou · 2026-11-14
- Design Arena hits 7M users as parent Intelligence reaches $60M run rate in a year — ycombinator · 2026-11-14