show999/iStock via Getty Images By Sara Rosner | James Russo | Henna Nordqvist, CFA Access to clean water may be a deciding factor in who wins or loses the AI race. AI’s rapid growth is driving demand not only for electricity but also for the clean water needed to run its physical infrastructure. As data centers expand, rising water intensity is straining supplies and testing long-term sustainabil...
show999/iStock via Getty Images By Sara Rosner | James Russo | Henna Nordqvist, CFA Access to clean water may be a deciding factor in who wins or loses the AI race. AI’s rapid growth is driving demand not only for electricity but also for the clean water needed to run its physical infrastructure. As data centers expand, rising water intensity is straining supplies and testing long-term sustainability. In our analysis, these pressures create both risks and opportunities for active investors. How Cool Is AI? AI’s explosive growth shows little sign of ebbing , with a record $350 billion projected for AI-focused business investment in 2025 alone. As a result, global capacity for AI’s server-housing facilities, or data centers, is expected to rise 23% in each of the next five years, with the US dominating. The build-out is expected to spike data center electricity demand by 160% in the US, contributing to a 25% increase in overall power demand through 2030, according to the International Energy Agency. Meeting greater global power needs will have distinct challenges. But we also see a variety of potential risks stemming from water becoming either more scarce or less pure. This is because AI’s powerful data centers tend to run extra hot, and many of them require a lot of ultrapure water to constantly chill them. Consequently, a data center’s success will likely depend as much on access to ample and clean water as on reliable power sources. Rising Water Risk as a Market Disrupter Data centers aren’t the only AI boom participants in search of water. Semiconductor manufacturers and utilities are also intensive water users and are likely to need even more of it ( Display ). US power generation—particularly coal and nuclear—accounts for about 70% of all freshwater withdrawals, though most is returned to its source after cooling. US Water Demand Among AI Boom Participants Is Rising Rapidly For illustrative purposes only. Bgal/Year: billions of gallons per year; F: forecast As o...
States say disaster funding from the Federal Emergency Management Agency has slowed to a trickle under the Trump administration. That's delaying projects to protect communities from wildfires and hurricanes. (Image credit: JOSH EDELSON/AFP via Getty Images)
States say disaster funding from the Federal Emergency Management Agency has slowed to a trickle under the Trump administration. That's delaying projects to protect communities from wildfires and hurricanes. (Image credit: JOSH EDELSON/AFP via Getty Images)
These three healthcare stocks will benefit from the growing demand for caregiving solutions as America’s sandwich generation faces rising eldercare needs
These three healthcare stocks will benefit from the growing demand for caregiving solutions as America’s sandwich generation faces rising eldercare needs
Friday marks six months since Gaza’s ceasefire deal took effect, a milestone largely lost in the confusion over the new and even more fragile ceasefire in the Iran war. The ravaged Palestinian territory of 2 million people has seen the most intense fighting stop between Israeli forces and Hamas-led militants. But most of the ceasefire work remains to be done, from disarming Hamas and ending its tw...
Friday marks six months since Gaza’s ceasefire deal took effect, a milestone largely lost in the confusion over the new and even more fragile ceasefire in the Iran war. The ravaged Palestinian territory of 2 million people has seen the most intense fighting stop between Israeli forces and Hamas-led militants. But most of the ceasefire work remains to be done, from disarming Hamas and ending its two-decade rule to deploying an international stabilisation force and beginning vast reconstruction....
Kim Jong Un is showcasing his tighter ties with old allies and battlefield lessons from Ukraine, as he positions North Korea as a strong nuclear power before Donald Trump ’s trip to China. After three days of back-to-back missile tests , including purported cluster munitions plus a bomb for targeting enemy electric grids, North Korea is hosting China’s top diplomat for the first time in six years....
Kim Jong Un is showcasing his tighter ties with old allies and battlefield lessons from Ukraine, as he positions North Korea as a strong nuclear power before Donald Trump ’s trip to China. After three days of back-to-back missile tests , including purported cluster munitions plus a bomb for targeting enemy electric grids, North Korea is hosting China’s top diplomat for the first time in six years. That comes months after Kim stood beside Xi Jinping and Russia’s Vladimir Putin at a military parade in Beijing, for what Wang Yi billed as a “historic meeting.” “China will successfully defend, consolidate and develop the China-DPRK friendship no matter how the international situation may change,” Wang said, referring to the North by an acronym for its official name. A meeting with Kim was possible during the two-day trip, Yonhap reported , signaling his warming ties with China, after pulling closer to Russia as a backer of Moscow’s war. Rail links and Air China flights between Beijing and Pyongyang resumed this year, with analysts speculating this could pave the way for a future return of Chinese tourists to North Korea, which would give Kim another source of hard currency. Kim’s flurry of diplomacy — and weapons tests — come as Trump gears up to travel to China in the first visit of a sitting US president in nearly a decade. South Korea has been trying to encourage a meeting between the US and North Korean leaders around that mid-May trip, already once delayed by the Iran war. It’s unclear, however, whether either side is open to the idea. “North Korea now has a battle-forged alliance with Russia, and China continues to stand behind the regime,” said Doo Jin-ho, a researcher at the Korea Research Institute for National Strategy. “It’s no longer the country it once was — and is much harder for the US to deal with.” Washington has also shifted its approach. Since returning to the White House, Trump has directed America’s military might at US adversaries — and sometimes th...
SoftBank Corp. is marketing its debut euro-denominated bond on Friday, with investors focused on risks stemming from its parent company’s aggressive push into artificial intelligence. The mobile unit of Japanese conglomerate SoftBank Group Corp . is selling euro-benchmark sized bonds with long six- and 10-year maturities, according to people familiar with the matter. The firm is marketing the June...
SoftBank Corp. is marketing its debut euro-denominated bond on Friday, with investors focused on risks stemming from its parent company’s aggressive push into artificial intelligence. The mobile unit of Japanese conglomerate SoftBank Group Corp . is selling euro-benchmark sized bonds with long six- and 10-year maturities, according to people familiar with the matter. The firm is marketing the June 2032 tranche at 135-140 basis points above mid-swaps and the June 2036 portion around 170 basis points above. SoftBank Corp.’s relatively stable position in Japan’s concentrated telecoms market offers support for the credit, though investors remain focused on risks tied to its parent company, wrote CreditSights analysts led by Mark Chapman . “Risk associated with its parent is a key focus for Softbank Corp creditors.” SoftBank Group has ramped up investment in artificial intelligence, including plans to finance a stake in OpenAI. The conglomerate is exploring raising as much as $40 billion in the loan market, which would mark its largest-ever dollar borrowing. The increased spending has drawn scrutiny from ratings firms. S&P Global Ratings recently revised its outlook on SoftBank Group to negative, citing risks tied to its growing exposure to OpenAI and broader funding pressures. The company’s shares have fallen about 14% this year, underperforming the broader market, while its credit default swaps — a gauge of default risk — have widened roughly 20%. The parent company priced ¥418 billion ($2.6 billion) of hybrid bonds targeting retail investors at an initial five-year coupon of 4.97%, marking the highest level for such debt issued by the corporate. S&P caps SoftBank Corp.’s rating at two notches above its parent, and CreditSights said a downgrade is unlikely “at least as long as an OpenAI IPO remains a fairly near-term possibility.” SoftBank Corp.’s euro bonds are expected to be rated BBB by S&P and BBB+ by Fitch Ratings. The sale is being managed by JPMorgan Chase & Co....
格隆汇4月10日｜4月9日，词元松（Tokenthon）全球行第四场活动成功举办，本场活动以“从“数字石油”到商业原力——词元经济与 AI 实战全解析”为主题，探讨 AI 浪潮下词元（Token，即“数字石油”）消耗急剧飙升带来的“词元枷锁”问题。 活动现场，有关负责人指出，词元松的组织愿景为携手生态各方共建无国界的词元经济共同体，并进一步分享了词元松全球行加速挺进深圳、惠州、硅谷、伦敦等全球科创...
格隆汇4月10日｜4月9日，词元松（Tokenthon）全球行第四场活动成功举办，本场活动以“从“数字石油”到商业原力——词元经济与 AI 实战全解析”为主题，探讨 AI 浪潮下词元（Token，即“数字石油”）消耗急剧飙升带来的“词元枷锁”问题。 活动现场，有关负责人指出，词元松的组织愿景为携手生态各方共建无国界的词元经济共同体，并进一步分享了词元松全球行加速挺进深圳、惠州、硅谷、伦敦等全球科创中心的最新进展。 与会嘉宾携AI行业创新 Agent 项目进行了展示，并交流在极致词元成本支撑下开发出具有较大颠覆性的 AI 原生应用的探索路径。 此外，有关负责人还深度解析了KOVAR ROUTER平台的革命性调度机制。 KOVAR ROUTER 通过资源聚合和统一调度，成功消除多模型环境下的技术摩擦力，使算力“像自来水一样随手可得”，实现极致的调度效率。 未来，词元松将继续以词元为核心纽带，引领构建一个开放、普惠且可持续的全球词元经济生态系统。
Patient Engagement Solutions Market Patient Engagement Solutions Market Dublin, April 10, 2026 (GLOBE NEWSWIRE) -- The "Patient Engagement Solutions Market by Therapy, Functionality, End User, Unmet Need, Investment, Market Share, and Trends - Global Forecast to 2030" has been added to ResearchAndMarkets.com's offering. The patient engagement solutions market is forecasted to reach USD 51.69 billi...
Patient Engagement Solutions Market Patient Engagement Solutions Market Dublin, April 10, 2026 (GLOBE NEWSWIRE) -- The "Patient Engagement Solutions Market by Therapy, Functionality, End User, Unmet Need, Investment, Market Share, and Trends - Global Forecast to 2030" has been added to ResearchAndMarkets.com's offering. The patient engagement solutions market is forecasted to reach USD 51.69 billion by 2030, up from USD 29.33 billion in 2025, marking a CAGR of 12% during the forecast period. Gro
Powerful storm brings destruction, while temperatures soar in Vietnam and torrential rain lashes South Korea Severe Tropical Cyclone Maila, currently in the Solomon Sea, is expected to continue moving south-westwards over the coming days. According to the Australian Bureau of Meteorology, Maila had peak sustained winds of 115mph (185k/ph), with gusts up to 160mph on Thursday, making it the stronge...
Powerful storm brings destruction, while temperatures soar in Vietnam and torrential rain lashes South Korea Severe Tropical Cyclone Maila, currently in the Solomon Sea, is expected to continue moving south-westwards over the coming days. According to the Australian Bureau of Meteorology, Maila had peak sustained winds of 115mph (185k/ph), with gusts up to 160mph on Thursday, making it the strongest cyclone recorded this far north in the Solomon Sea. The storm has caused widespread damage across the Solomon Islands, particularly in Western, Choiseul and Isabel provinces, where schools, clinics and homes have been damaged. The government is prioritising humanitarian assistance, after about 120 people were displaced and almost 73,000 people affected overall. Continue reading...
Let’s dig into the relative performance of Synchrony Financial (NYSE:SYF) and its peers as we unravel the now-completed Q4 credit card earnings season.
Let’s dig into the relative performance of Synchrony Financial (NYSE:SYF) and its peers as we unravel the now-completed Q4 credit card earnings season.