A warning that predates the scandal
About six months before Nvidia's espionage scandal broke, short-selling research firm Culper Research was already questioning CEO Jensen Huang's unusually close relationship with a Chinese executive.
The detail suggests the allegations against Huang did not appear out of nowhere and had drawn attention in some circles earlier.
Why it matters
Nvidia is the largest supplier of AI chips, and allegations against its CEO directly affect the company's China ambitions and investor confidence.
Short sellers are known to highlight claims to profit from falling share prices, so how independent Culper Research's finding was deserves separate scrutiny.
