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The “King of Short Selling” Muddy Waters shifts focus to credit bonds; CEO bets that AI will trigger widespread layoffs and a wave of defaults.

The “King of Short Selling” Muddy Waters shifts focus to credit bonds; CEO bets that AI will trigger widespread layoffs and a wave of defaults.

Short-selling firm Muddy Waters Capital has set its sights on the corporate credit bond market. Founder and CEO Carson Block believes that the accelerated adoption of artificial intelligence will trigger a massive wave of unemployment and ultimately lead to the deterioration of corporate financial conditions and wider credit spreads. Block
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SemiAnalysis Exclusive Breakdown: Full Details of the Blackwell Architecture, Nvidia's Never-Before-Revealed Secrets

SemiAnalysis Exclusive Breakdown: Full Details of the Blackwell Architecture, Nvidia's Never-Before-Revealed Secrets

``` Nvidia's Blackwell GPU represents one of the most significant GPU microarchitecture changes in recent years, but so far lacks a comprehensive official white paper. Renowned semiconductor research institute SemiAnalysis spent months conducting systematic micro-benchmarking of the Blackwell architecture, publicly revealing for the first time the hardware performance ceiling
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