The DecoderT2·78 pts
- Megaspeed brokered nearly $12 billion in Nvidia chip orders from March 2024 to June 2025, covering hundreds of thousands of export-controlled units
- Its preferential allocation reportedly stemmed from Nvidia cloud-partner status and major clients such as Alibaba
- Short-seller estimates put over 20% of Nvidia's last-fiscal-year revenue from Chinese customers, much possibly via indirect channels