Nvidia has arguably been at the centre of the AI revolution that has taken over the post-pandemic landscape, entering every horizon.

Now, Nvidia remain and its founder-CEO Jensen Huang remains at the centre of it, but with a different accent ot it.

Huang reported relationship with a Chinese spy is weighing on Nvidia shares Monday. Nvidia shares fell nearly 9% at their lowest point Monday before closing down 4.3%, as investors reacted to reports of the CEO’s affair.

But the story was not always hidden, as the New York-based short-seller, Culper Research, had something prophetic to say as early as May of 2026. Culper Research, which was founded by Christian Lamarco.

In May, the short seller warned of Huang’s alleged involvement with Alice Huang, a Chinese female tech executive, and published a report outlining its short position titled “Nvidia: The China Problem.”

NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio. https://t.co/oTaJyL7S2R

Culper Research also theorised that Nvidia’s China business, lost because of export controls, had been redirected through Southeast Asia. It further alleged that Megaspeed, a major chip buyer in the region, was secretly funded by Chinese technology giant Alibaba through shell companies.

The firm cited financial records showing that Megaspeed’s total liabilities and equity rose from $33 million at the end of 2023 to about $3 billion by the end of 2024, with much of the increase consisting of refundable deposits from an unidentified source.

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