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AI Industry Demand Fuels 'Tidal Wave' of Forever Chemical Production

A campaign organisation has warned that Pfas companies are significantly increasing production of 'forever chemicals' to meet demand from the AI industry, despite concerns over their health and environmental impacts.

  • Most of the 10 largest Pfas manufacturers plan to increase production, driven by demand from the AI industry for semiconductor production and datacentre cooling.
  • Pfas are linked to health issues, including cancer, and are virtually indestructible in nature, accumulating in the environment and human blood.
  • ChemSec, a Swedish chemicals watchdog, conducted a survey revealing these expansion plans.

A campaign organisation has warned that Pfas companies are launching a “tidal wave” of 'forever chemicals' production to satisfy demand from the AI industry. A survey of the 10 biggest manufacturers found that most have plans to increase production, despite existing concerns about these chemicals.

Pfas, or per- and polyfluoroalkyl substances, are used in semiconductor production and next-generation datacentre cooling systems. ChemSec, a Swedish chemicals watchdog, conducted the research and found nearly all of the top 10 manufacturers intend to boost production at sites across Europe, Asia, and North America.

These chemicals are known for their strong carbon-fluorine bonds, making them highly resistant to heat, water, and corrosion. However, this also means they are virtually indestructible in nature, leading to their accumulation in air, water, soil, and the food chain. Pfas have been linked to cancer, liver disease, kidney issues, high cholesterol, and birth defects.

Companies such as Japan-headquartered Daikin, French multinational Arkema, and US producer Chemours are expanding to meet demand from advanced datacentres and AI hardware. Other companies increasing production include AGC, Dongyue, Gujarat Fluorochemicals, HaloPolymer, Orbia Fluor & Energy Materials, Solstice, and Syensqo. Swiss company Archroma is reportedly switching to Pfas-free alternatives, and German giant BASF has stated it will exit Pfas production by 2028.

Why this matters: Increased production of Pfas chemicals risks further environmental accumulation and potential health impacts, potentially undermining efforts to restrict their use.

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