For over a year now, there have been technical opinion articles in the main-stream media that have been packed with false information that are so misunderstood by the writer the information comes off as misleading.

Brace for the upcoming Nvidia earnings season because I've noticed that this misinformation peak takes it's full form around this time.

On one hand I am thankful because everytime the misinformation and scare tactics succeed in taking the stock down I simple buy more.

Someone gave a great comment saying, "Chips and dip taste mmmmmm". Agreed. If I can find more money to put into Nvidia I love doing it. And when there is any over reaction that is unfounded with any real technical information I will continue to do so.

I'm not saying the stock can't go down but don't present the information like what we're witnessing isn't what our eyes are seeing.

Here are some examples just lately for this go-round.

Marco Quiroz-Gutierrez from Fortune magazine says these ridiculous things in his article that you can google because this post won't with too many links because they get auto rejected.

Google is building its own AI chips—and it’s a warning shot at Nvidia and Intel
Google announced a proprietary chip Tuesday that could help the company cut back its reliance on heavyweight chipmakers and gain a foothold in the increasingly competitive AI race.
The new chip, dubbed Axion, will help handle the massive amount of data used by AI applications, Google said in a Tuesday statement. It’s designed to be grouped into clusters of thousands of chips to improve performance, the Wall Street Journal reported.

Here's the thing, that Google article that Marco is referencing NEVER says such a thing. Google never makes that claim. In fact, what Google was actually saying is that they are competing with Intel's x86 (x86 is dead) chip architecture with building their own ARM based chips.

Here's the actual google article.

Today, we are thrilled to announce the latest incarnation of this work: Google Axion Processors, our first custom Arm®-based CPUs designed for the data center. Axion delivers industry-leading performance and energy efficiency and will be available to Google Cloud customers later this year.
...
Built using the Arm Neoverse™ V2 CPU, Axion processors deliver giant leaps in performance for general-purpose workloads like web and app servers, containerized microservices, open-source databases, in-memory caches, data analytics engines, media processing, CPU-based AI training and inferencing, and more. 

In the entire Google cloud article they only mention AI a single time. And it clear as day that this is not something [taking on Nvidia]. Lol who's using CPU based AI training?

In fact, an actual Google employee/interviewee to the Wall Street Journal goes out of their way to explain that we are not competing with Nvidia.

Customers of the Alphabet subsidiary will be able to access Axion through Google’s cloud business later this year, but will not be able to buy them directly, according to the *Journal*. The company’s vice president overseeing proprietary chips, Amin Vahdat, told the outlet that it wants to take a different approach.
“Becoming a great hardware company is very different from becoming a great cloud company or a great organizer of the world’s information,” Vahdat said.
By not selling directly to customers, Google is avoiding direct competition with its longtime partners—and dominant chipmakers—Intel and Nvidia. Instead, Vahdat said, the company sees its entry into the chip market as a positive for everyone in the industry.

Here's another article, just a few hours later from the first, from Fortune that attempts to do the exact same thing. And this is worse than Marco's article.

Meta and Google announce new in-house AI chips, creating a “trillion-dollar question” for Nvidia
Meta just announced it’s pushing further into the AI chip race, coming right on the heels of Google’s own announcement of its Axion AI chip. Both companies are touting their new semiconductor models as key for the development of their AI platforms, and as alternatives to the Nvidia chips they—and the rest of the tech industry—have been relying on to power AI data centers.

After reading that tile and initial paragraph one would walk away with thinking there is some grand competition ready to wipe out Nvidia at any moment.

I already explained to you Google's new Axion chip.

Here's Meta's new accelerator chip.

Our next-generation Meta Training and Inference Accelerator

Does the above look like this monster below? Hell no. It's completely non-related.

https://preview.redd.it/oyfocu9jlhuc1.png?width=1042&format=png&auto=webp&s=5b24a96b85d203b0b5c9eb5af2badaa56d026417

I know writers and editors from Fortune aren't idiots. I know they saw Jensen's rock concert the other week. I know they saw SoraVideo generation form Open AI. Why are they writing these articles to just send misinformation into the ether and pollute, cloud, and mislead the general public. I expect this from lesser folk but I do not expect this from Fortune.

What's the real agenda? If you're lying about this what else are you lying about.