Premium: The Hater’s Guide To Megaspeed
Ed Zitron's premium Where's Your Ed At post extends his reporting on the Megaspeed GPU smuggling operation, saying Jensen Huang is out as NVIDIA CEO — replaced by CFO Colette Kress — and that, per Culper Research, the ring may account for over 20% of NVIDIA's Fiscal Year 2026 revenue, over $43 billion. He recounts NVIDIA's past SEC settlements for misleading investors and faults the Wall Street Journal for treating the story, including Huang's reported affairs, as tabloid scuttlebutt rather than a company that repeatedly profited from breaking the law.
