The exposure of Jensen Huang's affair stems from short selling of Nvidia.

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Phyrex
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3 hours ago

The exposure of Jensen Huang's extramarital affair originated from the short selling of Nvidia.

This May, I wrote a detailed interpretation of Culper Research's short selling of Nvidia, in which the first point explained the relationship between Megaspeed and Nvidia, and not only Megaspeed but also two other companies, Speedmatrix and Aivres, corresponding to Alibaba and Inspur respectively.

Speedmatrix is a wholly-owned subsidiary of Megaspeed in Malaysia, which has pledged everything to a Singapore company, Apex Enterprise Solutions. And Apex's parent company is Alibaba.

In the past two years, Speedmatrix has imported about 4 billion dollars from Aivres Systems. Aivres is Nvidia's Elite OEM computer partner, responsible for assembling high-end Nvidia servers. Aivres was formerly known as Inspur Systems, which is part of the Inspur system.

In other words, Nvidia sold GPUs to restricted China through its partner Megaspeed, and although there have been no sales in the Chinese market reported in Nvidia's financial statements to date, many chips have actually been sold to the Chinese market via Megaspeed.

This case of Jensen Huang's affair itself originated from this short selling, as Culper Research made this information public, triggering investigations by the U.S. Department of Commerce, the Justice Department, Singapore, and Malaysia.

The result is that U.S. intelligence agencies have assessed that Alice Huang may be collecting information for the Chinese side, and the chair of the relevant committee in the U.S. House of Representatives has requested Jensen Huang to give a closed-door briefing around November 18. Moreover, the close relationship between Jensen Huang and Megaspeed executive Alice Huang has been confirmed today.

An @Gate, trading more markets


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