TRACKED VENDOR ANALYSIS
. Performance and News Update .

Latest Releases

Should we pay attention to IBM’s quantum foundry?

IBM announced that it plans to launch a standalone quantum chip foundry company with support from a proposed $1 billion CHIPS Act award. The announcement adds another signal that the United States is accelerating investment in advanced computing infrastructure.

AI Vision Is Moving to Line in E‑Waste Sorting

AI‑driven camera sorting is moving into practical plant‑floor tools for ITAD and electronics recyclers. Early systems like Apple’s A.R.I.S. show that low‑cost vision models running on commodity hardware can drive pneumatic sorters at line speed and deliver high‑purity metal and PCB streams, suggesting that facilities which start piloting these techniques now will gain a structural edge on recovery, cost, and specification compliance over the next three to five years.

Outlook: $60 billion in AI servers deploying now will create ITAD’s most complex EOL challenge by 2029

Dell guided to $60 billion in AI server revenue for its current fiscal year alone. Lenovo reports a $21 billion AI server pipeline with more than 5,800 active customer deployments. Compliance Standards projects that systems deployed during the 2025–2027 build-out will begin reaching end-of-life in significant volumes around 2029–2031. Because these servers are GPU-dense, often liquid-cooled and packed with high-value materials, the brief describes what is coming as “the most complex and highest-value recycling and urban mining challenge the sector has encountered.” GPU firmware and AI model storage sit outside the scope of current data destruction standards, and the report calls for documented End-of-Life (EOL) protocols to be developed and in place before that retirement wave begins.

Ratings

ITAD Marketing Leadership Tracker

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10/2024 ITAD Executive Retreat

In October 2024, we will convene our first executive retreat in Miami

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ITAD Market Pulse

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