$NVDA - SHORT SELLER TARGETS NVIDIA OVER ALLEGED CHINA EXPOSURE Culper Research disclosed a short position against Nvidia, alleging the com…
$NVDA - SHORT SELLER TARGETS NVIDIA OVER ALLEGED CHINA EXPOSURE
Culper Research disclosed a short position against Nvidia, alleging the company still derives significant revenue from China despite U.S. trade restrictions.
The firm claims more than 20% of Nvidia’s FY2026 compute revenue is tied to China through alleged GPU diversion and Southeast Asian intermediaries.
Culper specifically pointed to Singapore-based Megaspeed, alleging hidden financial links to Alibaba and possible rerouting of Nvidia-powered servers through Malaysia.
The report also raised concerns about supplier relationships and alleged attempts to bypass U.S. export controls, though Nvidia has previously stated it found no evidence of diversion in its global data center checks.
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