In this episode, host Reese Tisdale is joined by Bluefield Senior Analyst Amber Walsh, who shares insights from her latest research on the growing water demands of high tech. With billions in investment flowing into semiconductor fabs and data centers, these sectors are becoming major players in the water space—and are quietly reshaping infrastructure strategy from the ground up.

Bluefield’s water experts unpack key trends, including:

• The increasing reliance on ultrapure water and advanced reuse systems in next-gen semiconductor manufacturing.





• How the rise of artificial intelligence is intensifying thermal loads, forcing data centers to adopt more water-intensive cooling technologies—and driving new investment in water management.





• The emergence of Water-as-a-Service models and public-private partnerships, as firms like Intel, Microsoft, and Amazon Web Services rethink how they finance and manage water infrastructure.

This episode offers a clear view of how data centers and semiconductor fabs are becoming central to the conversation around water strategy—and why utilities, investors, and vendors should be paying close attention.

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Related Research & Analysis:

• U.S. Water for Data Centers: Market Trends, Opportunities, and Forecasts, 2025–2030





• U.S. & Canada Industrial Water & Wastewater Market: Key Trends and Forecasts, 2024–2030





• Investment Pours into Spain Data Centers