Short seller flagged Jensen Huang’s 'uncomfortably close' ties to alleged Chinese spy months ago

Résumé détaillé

Culper Research flagged Jensen Huang's "uncomfortably close relationship" with Alice Huang months before the Nvidia CEO disclosed the affair.

Bullseye American Ingenuity Fund Portfolio Manager Adam Johnson explains why Nvidia stock remains a buy despite the board's investigation into CEO Jensen Huang. He argues the company's growth outweighs the executive scandal.

Months before reports of the affair between Nvidia CEO Jensen Huang and alleged Chinese spy Alice Huang surfaced, a short seller noted the "uncomfortably close relationship" between the two.

A report titled "NVIDIA (NVDA): The China Problem" was published by Culper Research in May 2026, and although it didn't directly suggest an affair between the two, it noted the close ties between them. The report also alleged that Megaspeed, the Singapore-based chip buyer Alice Huang worked for, was financed by Alibaba through shell companies.

"Nvidia CEO Jensen Huang has not only vouched for Megaspeed, but seems to have quite literally walked alongside Megaspeed at every step, while maintaining an uncomfortably close relationship with Megaspeed's Alice Huang, a Chinese national," Culper Research wrote.

Culper Research, which is named after a spy ring created by George Washington during the American Revolutionary War, said that it was short on Nvidia because of the company's close ties to China amid geopolitical tensions with the U.S., which imposed export controls to block advanced AI chips from going to China.

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A photo released June 7, 2024, shows Nvidia CEO Jensen Huang with a woman confirmed by a Reuters source to be Alice Huang in Taipei, Taiwan. (Obtained by Reuters)

The report claimed that Chinese firms are still accessing Nvidia's advanced chips through diversion from other buyers in Southeast Asia. It also noted that Nvidia has vouched for Megaspeed, which is the largest buyer of the company's chips in Southeast Asia and has faced investigations by U.S. regulators and authorities in Singapore.

Regarding Jensen Huang's relationship with Alice Huang, the report noted they were…

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