Megaspeed – Finance News Today

Culper Research flagged Jensen Huang and Megaspeed ties before affair

Finance News — Wed, 11 Nov 2026 09:11:17 +0000

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.

NVIDIA CASE HIGHLIGHTS RISKS OF ALLEGED ‘HONEYPOT’ SCHEMES TARGETING EXECUTIVES

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 seen together in June 2024 and May 2025. One Megaspeed employee said that “Jensen visits Megaspeed-linked data centers ‘every few months’ and ‘every single time’ he visits, he is accompanied by representatives from Alibaba.”

NVIDIA SHARES FALL AFTER INVESTIGATION INTO CEO’S RELATIONSHIP WITH ALLEGED CHINESE SPY

A screen grab from CTI video footage obtained Nov. 9, 2026, shows a woman identified by Reuters as Alice Huang after comparison with a photograph obtained separately, attending a dinner with Nvidia CEO Jensen Huang (in black) at a restaurant in Taipe (CTI via Reuters TV)

The report said the Megaspeed employee characterized the company’s relationship with Jensen as “very close” and corroborated a former Nvidia employee’s suggestion that Nvidia employees wondered if there was a special relationship with the company.

Jensen Huang disclosed over the weekend that he was “unfaithful to my wife” and that he was “deeply sorry” for his actions. He did not elaborate on the…

What is Megaspeed? Nvidia customer in spotlight after Jensen’s affair

Finance News — Mon, 09 Nov 2026 14:30:20 +0000

Nvidia CEO Jensen Huang speaks during the 2026 Dreamforce conference in San Francisco, California, Sept. 15, 2026.

David Paul Morris | Bloomberg | Getty Images

Singapore-based cloud computing company Megaspeed is in the international spotlight after Nvidia CEO Jensen Huang admitted to being unfaithful to his wife, following reports linking him to Megaspeed executive Alice Huang.

U.S. intelligence officials believe she is a Chinese intelligence asset, according to The New York Times.

While the Nvidia CEO — one of the world’s most prominent executives and a figurehead of the AI industry – did not name Megaspeed or Alice Huang in his statement, he acknowledged his infidelity and said Nvidia’s Board of Directors had begun an independent investigation “regarding the national security concerns raised in news reports.”

“I support the investigation and will cooperate fully. I love our country and our company. I am committed to protecting NVIDIA and supporting America’s national security. I am proud and grateful to be an American,” he said.

Read Huang’s email to his staff and statement from Nvidia’s board of directors

Nvidia said in a statement it had “no reason to believe that either national security or NVIDIA secrets were compromised,” but that its “Board’s inquiry will examine all available information.”

Tech darling Nvidia sells advanced AI and data center chips and has customers including Microsoft, Amazon, Google, Meta and Oracle. The explosion in AI adoption in recent years has fueled its stock and pushed it to a $5 trillion market cap earlier this year.

What is Megaspeed?

Megaspeed sells services to Asia Pacific-based companies that need large amounts of computing capacity, usually for AI projects, by selling access to computing resources hosted in data centers in Southeast Asia.

It advertises itself as a “core business partner” of Nvidia’s computing power cloud business in the region, allowing customers to rent computing power from Nvidia GPUs, or “graphics processing units” — specialized chips designed to do many calculations at the same time.

The service allows businesses to complete costly AI operations without buying and operating all the hardware themselves. It can also give customers remote access to computing power from advanced chips located outside China. U.S. controls restrict the export of some advanced chips to China, but remote access is a separate question.

Megaspeed, which has offices in Singapore and Indonesia, has previously faced media and government scrutiny over whether some of its GPUs have been redirected to China.

A report published by Bloomberg in December 2025 stated that the U.S. government was investigating Megaspeed’s ownership structure and whether it had smuggled Nvidia chips to China.

The U.S. banned Nvidia’s best chips from going to China. Now it’s trying to close a crucial loophole

A response to the article published on Megaspeed’s website said it contained “misleading information and incorrect insinuations.” It…