Elon Musk’s comments about Nvidia’s stock moved markets again, which is exactly the kind of sentence that should prompt more scrutiny than it typically receives. Musk has built a second career — alongside the actual businesses — as a market-moving commentator who operates outside the compliance frameworks that govern everyone else with comparable reach and financial entanglement. Nvidia’s position in the AI infrastructure stack is not really in dispute. The company supplies the compute that runs the models that power the products that every major tech company is racing to ship.