- Culper Research alleges that over 20 percent of Nvidia fiscal year 2026 compute revenue remains tied to China through indirect channels
- The report identifies Singapore-based Megaspeed as a key intermediary allegedly facilitating the diversion of high-end GPUs to Chinese entities
- Short sellers claim Nvidia-powered servers are being rerouted through Malaysia to bypass current United States export controls
- Nvidia has maintained that internal data center checks have found no evidence of large-scale product diversion to restricted regions
- Market analysts are monitoring the allegations as Nvidia CEO Jensen Huang reportedly considers diplomatic engagements regarding future chip sales
Short seller Culper Research targets Nvidia over alleged China trade restriction bypass
May 13, 2026, 6:15:53 PM UTC(2 hours ago)
Impact: Medium
Affected Assets
Sources
From:@DeItaone
$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.
https://t.co/fOdVBna5rI
