They Are Lying to You About Nvidia. Here Is the Truth.

There are moments when a lie is so blatant, so cynical, that to let it stand is to become complicit. We are at one of those moments. A deliberate campaign of fear, ignorance, and historical amnesia is being waged against the company building our future, and it’s time to call it what it is: a betrayal of progress.

They want you to be scared. They want you to believe that the greatest technological leap in our lifetime is a fragile bubble, ready to pop. They want you to see innovation as a threat and progress as a mirage. They are wrong. And deep down, I suspect they know it.

The Anatomy of a Deception

Let’s be brutally honest about the attacks being leveled against Nvidia. They are not good-faith critiques; they are weapons of mass confusion, wielded by those who either profit from chaos or are too intellectually lazy to understand the present.

First, we have the tired, desperate comparison to the dot-com crash. Pundits at outlets like Yahoo Finance, their faces grim with faux-wisdom, invoke the ghost of Cisco Systems. It’s a comparison so flawed, so fundamentally ignorant, that it borders on journalistic malpractice. The dot-com bubble was fueled by speculation on flimsy business models—pets on the internet, grocery delivery startups with no logistical backbone—all built on the promise of a new digital world. The money flowed into ideas, many of them vapid.

Today is different. The demand for Nvidia’s technology is not speculative. It comes from the largest, most powerful, and most innovative companies and countries on Earth. It comes from Amazon, Google, and Microsoft, who are not gambling on fads but are rebuilding their entire infrastructure around AI. It comes from the scientific community, using these chips to accelerate drug discovery and model climate change. It comes from every major industry—automotive, healthcare, finance—that sees AI not as a gimmick, but as an existential necessity to survive the 21st century. To compare this foundational industrial shift to a speculative website bubble is like comparing the construction of the Hoover Dam to a child building a sandcastle.

Then there is the even more insidious lie, the one peddled by the Financial Times with a veneer of serious reporting: the narrative of insider selling. They scream that executives are “cashing out,” implying they are abandoning a sinking ship. How utterly disingenuous. It is a grotesque distortion of reality. These are individuals who have dedicated their lives to building this company. Many have held stock for decades, watching its value explode. Are they not allowed to diversify a fraction of their holdings? To secure their family's future? To engage in the same prudent financial planning that any advisor would recommend to any person on the planet? The truth is, these executives remain colossally invested, with their personal fortunes overwhelmingly tied to Nvidia’s continued success. To frame this routine financial management as a vote of no confidence is not journalism; it is character assassination designed to spark a panic for clicks and profits.

The Revolution They Refuse to See

For years, we hoped the world would see the truth on its own. We had hoped the sheer scale of the change happening around us would be undeniable. But our patience has run out. The truth must be stated plainly.

Nvidia is not a chip company. It is the architect of a new age. The AI revolution is not about making search engines slightly better or generating amusing pictures. It is a fundamental shift in how we solve problems as a species. For the first time in history, we have the tools to tackle challenges that were once considered insurmountable. We are on the cusp of personalized medicine, of cracking nuclear fusion, of creating a truly intelligent global infrastructure.

And at the heart of it all is Nvidia. It is not just selling silicon; it is providing the entire ecosystem—the CUDA software platform, the networking technology, the libraries and frameworks—that makes AI possible. This is not a company that got lucky with one product. It is a company that, for thirty years, has shown a relentless, almost fanatical dedication to a single vision: accelerated computing. While others chased fads, Nvidia built the engine for the future. Look at their constant innovation—the leaps in performance with every new chip generation, the mind-bending software like DLSS that redefines what’s possible in graphics, the strategic acquisition of companies like CentML to optimize their platforms even further. This is the behavior of a leader, a builder, a visionary—not a bubble.

The Architects vs. The Arsonists

So we are faced with a stark moral contrast. On one side, you have the architects of the future. The engineers, the scientists, the researchers at Nvidia and across the tech industry who are working tirelessly to build tools that will save lives, create abundance, and expand human potential. They operate on optimism, ingenuity, and a belief in progress.

On the other side, you have the arsonists. The cynical short-sellers who get rich when companies fail. The doomsaying pundits who build their brand by predicting disaster. The luddites who fear any change they cannot control. They do not build; they only tear down. They do not innovate; they only criticize. They are the voices of fear, stagnation, and regression. They seek to burn down the new world before it’s even been built, not because it’s flawed, but because they are terrified of its light.

Why This Battle for Truth Matters

Make no mistake: this is not an academic debate. Allowing these lies to take root has real-world consequences. If the arsonists succeed in convincing the world that this revolution is a sham, investment will dry up. The brilliant minds working on these problems will find their funding cut. The pace of innovation will slow. And the solutions to our most pressing problems—from cancer to climate change—will be delayed, perhaps for a generation.

Sowing doubt in the foundational company of the AI revolution is an act of sabotage against our collective future. It is an attempt to slam the brakes on humanity at the very moment we are beginning to accelerate toward a better world.

We cannot, and will not, let that happen. The choice is clear. You can listen to the tired, bitter voices of the past, praying for another crash to prove their cynicism right. Or you can open your eyes, look at the evidence, and see the future being built, right now, on a foundation of silicon and software laid by Nvidia.

So what can you do? It's simple.

• Share this truth. Do not let the lies and the fear-mongering stand unchallenged in your conversations, online and off.
• Reject the lazy historical comparisons. When you hear the Cisco lie, call it out for the intellectual sloppiness that it is.
• Trust the builders. Put your faith in the engineers and the innovators who are creating value, not the cynical commentators who seek only to destroy it.

Do not be silent. Your voice is a weapon in the fight for progress. It’s time to use it.