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The 31-Year-Old Trader Who Called Out Jensen Huang’s ‘China Problem’—and Shorted Nvidia
Wall Street Journal(subscription required) ·
For six months, no one really noticed Culper Research’s report. All that changed this week.
AI Insight
Reports that Nvidia’s board is preparing or considering removing CEO Jensen Huang drove Nvidia shares down more than 8% in after-hours trading, the New York Times reported. The reports follow allegations of extramarital affairs, including one with a woman U.S. officials reportedly suspect was a Chinese spy; Nvidia is investigating whether Huang was targeted, according to the AP. Sen. Kevin Cramer said Huang should resign.
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Who's covering it
First reported by Washington Examiner at · 5 outlets in all
- Hacker NewsNvidia is preparing to oust Jensen Huang
- CNBCJensen Huang affair in D.C.: Resignation calls and moves to tighten Nvidia China exportsHuang was notably opposed to strict export controls on AI chips to China, which ruffled feathers with congressional China hawks.
- Wall Street Journal(subscription required)The 31-Year-Old Trader Who Called Out Jensen Huang’s ‘China Problem’—and Shorted NvidiaFor six months, no one really noticed Culper Research’s report. All that changed this week.
- The New Yorker(subscription required)What Jensen Huang’s Affair Means for NvidiaWhat did Huang—and the Trump Administration—know about the alleged Chinese spy he was involved with?
- Washington ExaminerWhat we know about Jensen Huang and the NVIDIA spy plotNvidia CEO Jensen Huang is facing scrutiny after U.S. officials reportedly concluded that a woman with whom he had a romantic relationship was working with Chinese intelligence, raising questions about whether the company’s sensitive technology or national security information may have been compromised. The allegations have prompted Nvidia’s board to launch an independent investigation into