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The Next Hurdle for AI Data Centers: Cooling, Water, and Workers

The Next Hurdle for AI Data Centers: Cooling, Water, and Workers

``` Author: Bao Yilong Source: Hard AI The expansion of AI computing power is pushing the underlying infrastructure conflicts of data centers to a new critical point. Beyond electricity, cooling systems, water consumption, and labor shortages are becoming key constraints on the next wave of data center construction. According to Hard

Google I/O Preview: Is Gemini 4.0 Coming? But That's Not the Most Important Thing

Google I/O Preview: Is Gemini 4.0 Coming? But That's Not the Most Important Thing

``` The biggest suspense at Google I/O is not whether Gemini 4.0 will debut, but whether Google can prove that Gemini is converting model capabilities into revenue growth for search, ads, shopping, and cloud businesses. Google has two key events in the coming week: Google I/O on May

India bans sugar exports until September 2026, global market supply expected to tighten.

India bans sugar exports until September 2026, global market supply expected to tighten.

``` India suddenly halts sugar exports, causing global sugar prices to surge. According to a Reuters report on May 13, the Indian government issued a notice that day, immediately banning the export of raw and white sugar, with the ban effective until September 30, 2026, or until further notice. India is

The era of the retail great leap forward has ended: how should the banking industry face the battle over existing assets?

The era of the retail great leap forward has ended: how should the banking industry face the battle over existing assets?

``` The retail myth of commercial banks, which had been surging for over a decade, is now hitting an invisible wall. Recently, the central bank released financial statistics for the first quarter of 2026: Of the total new loans in the first quarter, loans to enterprises and institutions increased by 8.

How significant is the impact of the strike on Samsung? JPMorgan: Any pullback is a buying opportunity.

How significant is the impact of the strike on Samsung? JPMorgan: Any pullback is a buying opportunity.

``` Samsung Electronics faces the threat of a large-scale strike, but JPMorgan believes that the strong rise in memory prices is enough to offset most of the impact, and the logic of buying on dips still holds. According to Chasing Wind Trading Desk, on May 13, a JPMorgan research report by

Who will end the AI bull market, positioning or narrative?

Who will end the AI bull market, positioning or narrative?

``` The stronger the market rises, the harder it is to find reasons for a decline—but the risks haven’t disappeared, they’ve just gone deeper underground. On May 14th, Bloomberg market analyst Jon-Patrick Barnert pointed out that while the current U.S. stock rally has clearly extended, the cost

Record-breaking net export of 5.9 million barrels of crude oil per day—how long can the US keep oil prices down?

Record-breaking net export of 5.9 million barrels of crude oil per day—how long can the US keep oil prices down?

``` The United States is acting as the “lender of last resort” for the global oil market with unprecedented export levels. Last week, the U.S. released more than 1.23 million barrels per day of crude oil from the SPR in a single week, setting a record high. Over the