Tracking Market Conditions

AI PCs: 10 Things ITADs and Recyclers Should Expect Four Years from Now, Setting Aside Tariff Drama

Setting aside the unfolding tariff war drama and its impact on a large swaths of industries, including ITAD, a new generation of AI-capable laptops, desktops, workstations, and servers will hit the market this year, albeit at a slower pace than expected, promising to change what we know about computing devices. IT asset disposition (ITAD) professionals […] Continue reading below.
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Setting aside the unfolding tariff war drama and its impact on a large swaths of industries, including ITAD, a new generation of AI-capable laptops, desktops, workstations, and servers will hit the market this year, albeit at a slower pace than expected, promising to change what we know about computing devices. IT asset disposition (ITAD) professionals will also need to prepare for a wave of hardware unlike anything they’ve processed before. We looked at a number of new devices announced in March 2025, like the NVIDIA DGX Spark, Dell Pro Max with GB300, HP ZBook Fury G1i, and Lenovo’s AI-enhanced ThinkBook series, and we saw a significant leap in performance, architectural complexity and data-bearing potential. Within four to five years, these systems will begin entering decommissioning pipelines. And when they do, ITAD companies will need to rethink everything from teardown to resale strategy. A large part of the future problems that ITAD will experience will clearly come from lack of OEM and manufacturer attention, as evidence in points 1 through 3 below.

If you are a recycler or an ITAD processor, here are ten things we began to identify as game changers:


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Author: David Daoud | Principal Analyst

David Daoud has researched the mainstream IT hardware market since 1996 and expanded into hardware disposition research in 2003. He has spearheaded the creation of IDC’s GRADE certification. Since then, David has been providing consulting and expert advice to companies looking to establish best practice in their IT equipment decommissioning and helped leading ITAD service providers assess demand, understand competition, and forecast what’s to come. David is currently the Principal Analyst at Compliance Standards, which focuses entirely on the end-of-life of IT equipment. He can be reached at 754-229-0095 or at ddaoud@compliance-standards.com

MORE ANALYSES:

Brief: Return-to-Office Mandates as a Hardware Lifecycle Dislocation

Return-to-office mandates represent a delayed but material disruption to enterprise IT asset lifecycles. The shift is driven by workforce policy rather than technology change and is unfolding unevenly across sectors. New data shows that RTO pressure coincides with...

Management: From Legacy Drag to Competitive Lift: How ITADs Could Help Clients Cut Technical Debt

Technical debt has moved from a back‑office IT issue to a board‑level business problem, as legacy systems now drive customer churn, block AI programs, and consume a growing share of tech budgets. This report shows ITAD providers how to turn that pressure into revenue by positioning decommissioning as a modernization enabler rather than an end‑of‑life afterthought, mapping sector‑specific refresh waves in banking, telecom, retail, logistics, and more into concrete decommissioning pipelines. It also includes an executive snapshot quantifying the client upside (run‑rate savings, outage reduction, AI acceleration, ESG gains) and a detailed go‑to‑market guide that helps ITADs frame technical debt in business terms, win a seat at the refresh table, and productize offers like technical‑debt assessments, modernization‑linked playbooks, and AI‑readiness exit plans.

Takeways: Mitsubishi Materials investment in Elemental’s US e-scrap platform

Recent announcements indicate that Mitsubishi Materials has agreed to acquire a significant minority stake in Elemental Group’s US e-waste platform, which operates through Colt Recycling. The transaction reflects a broader trend in which large metals and materials groups are seeking closer integration with upstream electronics recycling and pre-processing operations as part of their circular-economy strategies. A more detailed assessment of the strategic implications, execution risks, and what this transaction signals for the evolving relationship between IT asset disposition and metals recovery is available to subscribers.

Part 1: 2025 in Retrospect: Redefined ‘Serious’ ITAD

2025 marked a transition point for IT Asset Disposition and electronics recycling. Multiple forces that had been building over several years converged within a single operating cycle, changing not only volumes and asset flows, but the fundamental expectations placed on ITAD providers.

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