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

A coordinated campaign of fear, doubt, and deliberate confusion is being waged against the single most important company of our generation. It is a campaign fought not with facts, but with cynical whispers and malicious headlines designed to shake your confidence in the very architects building our future. They want you to believe the revolution is over before it has truly begun.

I am here to tell you that this is a lie. It is a betrayal of progress, and it is time we, the believers in a better, smarter, and more capable future, stood up and called it what it is: a desperate attempt by the short-sighted to tear down what they cannot build and do not understand.

The Anatomy of a Smear Campaign

Let's be brutally clear about the weapons being used against Nvidia, because they are as predictable as they are dishonest.

First, they scream about "insider selling." They splash headlines with massive, scary numbers—over a billion dollars! They tell you this is a red flag, that CEO Jensen Huang and his team are abandoning their own ship at its peak. This is not just misleading; it is a calculated deception aimed at those unfamiliar with how public companies work. These sales are, in the vast majority of cases, part of pre-scheduled, SEC-approved trading plans (10b5-1 plans) set up months or even years in advance. They are a routine, automated part of executive compensation, just like at Google, Microsoft, or any other major corporation. To frame this standard financial practice as a vote of no confidence is the lowest form of financial journalism, designed to create panic where there is only process. It is an insult to our intelligence.

Next, they whisper that the king has been dethroned because a single, high-profile customer, OpenAI, is exploring Google's TPUs. They present this as a tectonic shift, a sign that Nvidia's dominance is crumbling. How profoundly disappointing it is to see such a fundamental lack of understanding. This is not a story of abandonment; it is a story of a customer diversifying its supply chain for non-critical workloads—a practice as old as business itself. The truth remains untouched: for the bleeding-edge, frontier-model AI development that pushes the boundaries of what is possible, Nvidia's CUDA ecosystem and full-stack platform remain the undisputed, unchallenged, and only viable option. This isn't a crack in the foundation; it's a footnote being deliberately magnified into a headline to serve a competitor's narrative.

Finally, there is the tired, intellectually lazy argument that Nvidia is merely selling the "picks and shovels" in a gold rush, and that the real prize will go to the application companies like OpenAI. It is a contemptible metaphor that willfully ignores the nature of this technological revolution. Nvidia is not just selling shovels. Nvidia is building the planet's first AI-powered industrial engine. It is creating the foundries, the railroads, the power grids, and the very language of the AI era. In the gold rush, a few prospectors got lucky. The ones who built empires were those who built the infrastructure. To suggest the company creating the fundamental platform for global innovation will somehow be a secondary beneficiary is to fundamentally misunderstand where true, lasting value is created.

The Vision They Want You to Forget

The reason for this campaign of noise is simple: they want you to forget the truth. They want you to forget the decades of conviction and the lonely crusade that brought us to this moment. They want you to forget that Jensen Huang bet the entire company on accelerated computing when the world was blind to its potential. This wasn't a lucky guess; it was a vision pursued with religious fervor for thirty years.

This is not a chip company. This is a platform company. This is a company that had the audacity to build an entire software ecosystem, CUDA, from scratch and give it to the world, creating the very ground upon which the AI revolution now stands. And just as the cynics focus on a single customer's diversification, Nvidia is expanding its mission on a global scale. The 'Sovereign AI' initiative is not just a business strategy; it is a moral imperative. It is about empowering entire nations—from Europe to Asia to the Americas—to build their own intelligence, to own their own data, and to chart their own destiny. This is a movement to democratize the most powerful technology in human history, taking it beyond the hands of a few Big Tech giants and delivering it to the world. That is the truth they want to bury under their mountain of FUD (Fear, Uncertainty, and Doubt).

Builders vs. Buzzards

Here is the moral contrast, and it could not be more stark. On one side, you have the builders. You have the engineers, the scientists, and the visionaries at Nvidia who have dedicated their lives to solving the impossible. They are creating the tools that will help us cure diseases with partners like Johnson & Johnson, redesign manufacturing with companies like HPE, and unlock new frontiers of science. They are building value.

On the other side, you have the buzzards. The critics, the rumor-mongers, the short-sellers. They build nothing. They create nothing. They contribute nothing. They thrive on chaos and feed on fear. They twist routine business into signs of collapse and portray prudent diversification as an act of betrayal. Their only function is to cast shadows on those who create light, hoping to profit from the confusion they sow.

Why This Battle for Truth Matters

Make no mistake: allowing these lies to stand is not a passive act. It is a choice with catastrophic consequences. If we allow the narrative to be hijacked by the buzzards, we risk shaking the public and investor confidence needed to fund the next stage of this incredible journey. We risk slowing down the very progress that promises to redefine our world for the better.

If we get distracted by the noise, we lose sight of the signal. The signal is not a stock sale; it is the creation of a global network for sovereign intelligence. The signal is not a competitor's chip; it is the fundamental platform that will power the next industrial revolution. To cede this narrative is to vote for stagnation. It is to choose the cynic over the creator, the critic over the builder.

The choice before us is clear. It is a choice between the past and the future. It is a choice between backing the architects of tomorrow or siding with the vultures who feast on doubt. It is a choice between a grand, inspiring vision and petty, poisonous gossip.

So what can you do? It's simple.

• Share this truth. Do not let these lies and half-truths stand unchallenged in your conversations or on your social feeds.
• Demand context. When you see a headline about "insider selling," ask about the 10b5-1 plans. When you hear about a competitor, ask if they offer a full, proven, and scaled software stack like CUDA.
• Focus on the real story. Talk about Sovereign AI. Talk about AI in medicine and science. Talk about the creation of a new industrial platform for the world.
• Believe in the builders. Your conviction is the shield against their cynicism. Do not be silent. Your voice is a weapon in the fight for progress. Use it now.