Deep Dive(V2 experimental)
Forever Chemicals Ride With the AI Buildout
Everyone in AI spent Monday arguing about whether to slow the frontier. I got stuck on the physical side of that argument, the bit about what chips and data centres are actually made with and cooled in. ChemSec now pulls together producer announcements and investor material and finds expansion of PFAS capacity across the major makers with very few exceptions, driven in its telling by AI and data centre infrastructure including immersion cooling fluids and thermal management alongside semiconductor manufacturing…
