Nvidia CEO Jensen Huang is facing the biggest personal and potentially national-security crisis of his career after admitting to marital infidelity amid allegations that Alice Huang, a businesswoman linked to one of Nvidia's largest Southeast Asian customers, was recruited by Chinese intelligence.
But there's something almost nobody seems to have noticed: short seller Culper Research was raising red flags about Jensen Huang's relationship with Alice Huang back in May and alleged Nvidia had a "significant China problem".
On May 13, Culper disclosed a short position in Nvidia, warning that the chipmaker had a significant China problem. The firm specifically highlighted Jensen's unusually close relationship with Alice Huang, an executive at Megaspeed, a major Nvidia customer under scrutiny over potential chip diversion.
Culper documented their appearances together in June 2024 and May 2025, and cited employees who described Megaspeed's relationship with Jensen as unusually close.
Now that Huang has acknowledged infidelity, those earlier observations have taken on new significance. His admission does not, however, establish the report's broader allegations. But those broader allegations are now worth revisiting...
Among Culper's findings: READ MORE AT SOURCE »
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