Key Takeaways
- Nvidia partner Megaspeed said Alice Huang left the company on Aug. 30, 2025, and has hired outside lawyers to run an internal investigation of its business.
- The statement doesn’t resolve the bigger issue. Singapore police are investigating Megaspeed, amid US questions about whether restricted chips reached China, and Megaspeed denies wrongdoing.
- Nvidia billed $23.68 billion, about 18% of fiscal 2025 revenue, to Singapore, but said shipments there were under 2%. It no longer reports a Singapore line.
- Tuesday’s earnings report is the next chance for Nvidia to address export compliance and its Southeast Asian partners.
NVIDIA (NVDA) partner Megaspeed International said on Sunday, Nov. 15, that Alice Huang “left Megaspeed effective Aug. 30, 2025, and currently has no role with the company.” The Singapore-based cloud company is at the center of the scrutiny that followed former CEO Jensen Huang’s resignation last week, after reports linked him to its former executive.
The statement also said Megaspeed has hired outside lawyers to run an internal investigation, and that media claims about its business and supply chain are “not supported by verifiable evidence,” CNBC reported. Megaspeed declined to comment on what it called her “personal and private matters.”
Why Megaspeed Matters More to Nvidia Than the Date
The departure date settles a personnel question, not the one investors care about. Megaspeed calls itself an Nvidia Cloud Partner, and Singapore police confirmed in October 2025 that they’re investigating it for suspected breaches of domestic laws, amid US questions about whether restricted chips reached China. Megaspeed denies illegally shipping chips there. Its own internal probe means those questions are still open.
What Nvidia’s Singapore Numbers Show
Singapore once looked like one of Nvidia’s biggest markets. In fiscal 2025, Nvidia billed $23.68 billion of revenue to Singapore, about 18% of its $130.50 billion total.
That number was mostly paperwork. Nvidia’s fiscal 2025 10-K said customers use Singapore to centralize invoicing, and that shipments to Singapore were less than 2% of the year’s revenue. Since the third quarter of fiscal 2026, Nvidia has reported revenue by customer headquarters instead, so the Singapore line no longer appears at all.
That cuts both ways for holders. It shows a Singapore billing address was never a reliable guide to where chips ended up, but it doesn’t settle whether any were later diverted to China, and neither the old table nor the new one breaks out Megaspeed’s business.
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The Megaspeed Question for Nvidia’s November 17 Report
Nvidia reports fiscal third-quarter results on Tuesday, Nov. 17, with interim CEO Colette Kress posting the commentary. The thing to watch is whether the 10-Q or the call says anything about export compliance or its Southeast Asian partners. Silence won’t prove Megaspeed is a non-issue, but any new risk-factor language on partner investigations would tell investors more than Sunday’s statement did.
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