Bluetech Research Podcast Channel

PFAS sensing, Ecolab’s big bet and playmakers: the signals to watch

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Sinopsis

PFAS sensing is heating up—but still waiting for a true breakthrough. Dr. Kim Wu joins to explore a market set to hit $480M by 2026, with field-based sensors potentially swelling to $750M by 2030. Demand is surging, regulations are tightening, yet no real-time solution exists. Kim points to electrochemical sensing paired with AI as the most promising pathway, while early players like Sense and Puri are racing prototypes into the field .The discussion then turns to one of the year’s biggest water deals: Ecolab’s $2.4B acquisition of Ovivo’s electronics division. More than a balance sheet move, it’s a play on ultrapure water for semiconductors and AI infrastructure. With a single fab consuming as much water annually as 17 million people, the deal solidifies Ecolab’s push into one of the most water-intensive growth arenas of the decade .Innovation is also bubbling up in patents. A standout this month: USP Technologies’ filing for coagulants derived from drinking water treatment residuals—repurposing waste stream