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Core Insights - The scarcity of ultrapure water is becoming a critical issue for Big Tech companies, which require substantial quantities for AI and semiconductor production [1] Industry Summary - Big Tech's demand for ultrapure water is driven by the increasing need for advanced technologies, particularly in AI and semiconductor manufacturing [1] - The production processes for semiconductors and AI systems are highly sensitive to water quality, necessitating the use of ultrapure water to avoid contamination [1] - As the tech industry continues to grow, the competition for ultrapure water resources is expected to intensify, potentially impacting production capabilities and costs [1]