GPU Cooling Fluid by Orbital Industries: status and timeline

GPU Cooling Fluid

PFAS-free dielectric cooling fluid for high-density GPU data centres. Meets emerging regulatory restrictions whilst delivering superior thermal performance.

ProtoStage 2 of 5

Scaling for 2027 GPU releases; cooling system integration with next-gen GPU vendors.

Checked 10 Oct0 updates this week

Milestones

Next · PFAS-free cooling fluid development

Orbital Industries founded2022Complete.
Series A funding ($16M)Feb 2024Complete.
Series B funding ($50M)May 2026Complete.
PFAS-free cooling fluid developmentTarget 2026Current milestone.
Next-generation GPU cooling system shipping (2027)Target 2027Not yet reached.

Upcoming

2026PFAS-free cooling fluid development (next)
2027Next-generation GPU cooling system shipping (2027)

Current obstacles

Simulation-to-reality gapAI predictions of molecular behaviour must match real-world thermal and chemical performance; refining models as new data arrives is an ongoing challenge.
Manufacturing scale-upLab-scale synthesis must scale to industrial volumes whilst maintaining purity, cost and consistency for a commodity-like thermal fluid market.
GPU vendor integrationCooling systems must integrate tightly with GPU hardware design and thermal management; coordination with chipmakers drives commercialisation timing.

Physics limits

Thermal properties are chemistry-limitedHeat transfer rate, thermal stability and dielectric breakdown voltage are set by molecular structure; no coolant can exceed the limits of its constituent chemistry.
Cost reduction ceilingDielectric cooling fluids must be synthesised and purified to high standards; bulk commodity pricing requires scale and commodity-like manufacturing, not boutique synthesis.

How it works

4 parts

Molecular simulation

Orb world model

Orb runs quantum and classical physics on GPU, testing thousands of candidates without synthesis.

Candidate screening

AI-guided experimentation

ML agents analyse results and pick candidates to test, prioritising the most promising chemistries.

Physical validation

Lab testing

Top candidates are synthesised and tested in real thermal conditions, with results fed back into the model to refine future predictions.

Regulatory compliance

Standards and safety

Orbital designs for regulatory compliance from the start, meeting emerging restrictions on forever chemicals.

Spec sheet

Spec	GPU Cooling Fluid
PFAS-free formulation	Yes^R (reported)
Discovery timeline	Months vs 10 years traditional^E (estimated)
Discovery cost	Fraction of $100M traditional cost^E (estimated)

^R reported by the company · ^E our estimate

About Orbital Industries

The team behind GPU Cooling Fluid

Orbital Industries

AI materials discovery, GPU cooling, molecular simulation

Orbital Industries uses AI to discover novel materials and chemicals. It developed PFAS-free cooling fluids for GPU data centres and licenses CurieOS for catalyst research. Founded 2022 by former DeepMind researchers.

Orbital's Orb simulator and autoresearch agents design materials in months, not years.
Discovered PFAS-free GPU cooling fluid in months (vs 10 years, $100M traditionally).
Series B ($50M, May 2026) funds data-centre scale-up and CurieOS licensing to BASF.

orbitalindustries.com (opens orbitalindustries.com)Company profile →

Founded: 20224 yrs
Headquarters: United Kingdom
Status: Private
Valuation: private
Staff: ~50May 2026
Raised: $66M2 rounds
Last round: Series B · $50MMay 2026
Works in: MaterialsAI materials discoveryComputing
Coverage: 2 programs · 3 updateslatest 1 Aug 2026checked 10 Oct
Lead investors: PluralRadical Ventures
Partners: BASF Environmental Catalyst and Metal Solutions (opens basf.com)
Investors: Nvidia (opens nvventures.nvidia.com)Plural (opens plural.ai)
People: Jonathan Godwin (opens linkedin.com)Chief Executive OfficerJames Gin-PollockChief Technology OfficerDaniel MiodovnikChief Operating Officer

Spec

GPU Cooling Fluid

PFAS-free formulation

Yes^R (reported)

Discovery timeline

Months vs 10 years traditional^E (estimated)

Discovery cost

Fraction of $100M traditional cost^E (estimated)