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AI Expansion Linked to Surge in Forever Chemicals

By Tech Desk · 2026-09-16 · 3 min read
A large industrial cooling tower releasing steam into the sky
Illustration: Tradingbird

The rapid growth of AI data centers is driving a significant increase in the production of persistent pollutants, raising concerns about long-term environmental and health impacts.

The global race to build artificial intelligence infrastructure is creating an unexpected environmental consequence: a massive increase in the production of forever chemicals. Campaigners warn that the same surge in demand for high-performance chips and data centers is locking communities into higher pollution levels and costly cleanup efforts. These chemicals, known as PFAS, are valued for their heat and water resistance, but their extreme durability means they persist in the environment for decades or longer.

According to a survey cited by The Guardian, nearly all of the ten largest PFAS manufacturers have plans to expand production. Many of these companies explicitly link their growth strategies to the needs of the semiconductor and data center sectors. This industrial expansion threatens to undermine progress toward cleaner air and safer water, as scientific research has linked PFAS contamination to serious health issues, including cancer, liver disease, and birth defects.

Cooling Systems Drive Chemical Demand

A primary driver of this chemical demand is the need for efficient cooling in high-density computing environments. Many data centers are adopting two-phase immersion cooling, a system where servers are submerged in a special liquid that boils at a low temperature to draw away heat. While marketed as a way to reduce water and energy usage, these systems often rely on PFAS-based fluids. Companies like Daikin and Arkema have announced new facilities specifically designed to meet this rising demand for advanced cooling solutions.

The reliance on these chemicals is not limited to cooling. PFAS are deeply embedded in the manufacturing process for microchips. Industry analysts note that these substances are essential ingredients in up to a thousand distinct steps of nanometric-level production. This integration means that as the industry scales to meet AI workloads, the volume of PFAS entering the environment is likely to rise significantly, complicating efforts to reduce overall chemical pollution.

Health Risks and Regulatory Pressure

The health stakes of this expansion are severe. Scientists have warned that PFAS have already crossed a planetary boundary and are present in the bloodstream of almost every person worldwide. The accumulation of these toxins in soil, water, and the food chain poses a long-term threat to public health. Advocacy groups argue that without strict government regulation and a rapid phaseout, the AI boom will create a new tidal wave of these persistent pollutants.

Some manufacturers are beginning to pivot away from these substances. Swiss company Archroma is shifting toward PFAS-free alternatives, and German chemical giant BASF has stated plans to exit PFAS production by 2028. However, campaigners warn that the current industrial push tied to AI growth could make these transitions more difficult by increasing industry dependence on the chemicals. Regulatory bodies in Europe, the UK, and parts of the US are considering restrictions, but the rapid pace of AI infrastructure development presents a significant challenge to enforcement.

Broader Infrastructure Strains

The expansion of AI infrastructure is also straining other critical resources. In Britain, a surge in data centers has led to increased reliance on natural gas, threatening national climate targets. In the United States, competing demands for electricity are creating tension between tech companies' ambitions and existing power grid capacities. These overlapping pressures highlight that the environmental cost of AI is not just about chemical pollution, but also about energy consumption and resource allocation.

As the industry grows, the conversation around sustainability is expanding beyond energy efficiency to include material safety. The push for cleaner technology is increasingly complicated by the foundational role of persistent chemicals in modern hardware production. Balancing the benefits of advanced computing with the need to protect public health and the environment remains a critical challenge for policymakers and industry leaders alike. The coming years will likely see intensified debates over how to manage this growing chemical footprint.

Based on reporting by The Cool Down, compiled by the Tradingbird desk.

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