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Nvidia has gone on the offensive — or perhaps the defensive — to reshape the recent narrative around the artificial-intelligence trade and the company’s place in it.
With Nvidia shares
NVDA down since last week’s earnings report, the world’s largest company by market cap has been vocal in response to budding bearish criticisms. To some, the messaging seems consistent with what investor-relations teams should convey. But others think the company is only stoking worries further by acknowledging them.