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Huang Is Out of the Game: Now 20% of Nvidia's Asian Revenue Could Be at Risk
Nvidia Corp ‘s (NASDAQ:NVDA) interim CEO, Colette Kress , inherits a company whose China strategy has become a national security issue, just as one of its most prominent AI competitors prepares to enter the public markets. A May report from short seller Culper Research estimated that China still accounted for more than 20% of Nvidia’s fiscal 2026 compute revenue, despite U.S. export restrictions. The report alleged that much of that business flowed through Southeast Asian intermediaries. Culper’s verdict: “China didn’t go to zero; it just took a new shape.” How do those sales happen? And does
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