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Nvidia's China Revenue Under Fire: Short Report and Rerouting Claims
Culper Research's short report questioned Nvidia's claim that its China revenue had gone to zero. Unverified follow-up claims alleged Megaspeed routed Nvidia chips through Singapore and Southeast Asian data centers, keeping the controversy alive.
2026-11-09 ~ 2026-11-09 · 2 episodes · 5 posts
Episode 1 · Culper Research Short Report Questions Nvidia's China Revenue Claims (2026-11-09, 3 posts)
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.
- 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
Episode 2 · Report: Megaspeed allegedly routed Nvidia chips via Southeast Asian shells (2026-11-09, 2 posts)
Unverified reports claim Megaspeed used a Singapore entity to order Nvidia chips compliantly while routing them through Malaysian/Indonesian data centers, possibly importing over $4.6B in GPUs amid US scrutiny.
- Megaspeed allegedly imported $4.6B of Nvidia GPUs, $2B landing in Malaysia DCs — bytebot · 2026-11-09
- Rumor: Megaspeed's SEA datacenter shell route triggered US crackdown, B300 spot prices soar — basedjensen · 2026-11-09