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Issue 4: Quiet August, Active Battery Recycling Sector: Signals for ITAD’s September Reset

As the ITAD sector eased into the late-August slowdown, batteries stood out as the exception, driving the week’s most significant corporate and regulatory developments. And while most operators paused, earnings from hardware and semiconductor manufacturers are additional evidence of the future pipeline of devices that will ultimately flow into ITAD streams.

In this issue of IntelliTAD, we recap the lull, highlight where activity is building, and preview our September research series on private equity, lifecycle-as-a-service models, and sustainability profiling of the 2025 device cohort.

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ITAD M&A Activity: Transaction Trends, Buyer Strategy and Market Direction

Twenty-two ITAD transactions closed between October 2024 and July 2026. Deal frequency held flat year over year, but composition shifted: private equity platforms moved from opportunistic bolt-ons to stated, multi-deal roll-up programs, buyers began acquiring governance and program-management capability alongside processing capacity, and materials companies with no prior ITAD history took equity positions tied directly to data-center hardware lifecycle value.

Intel’s CapEx Tops $20B on Server Demand While PC Volume Shrinks: ITAD Firms Should Plan for Two Separate Asset Cycles

Intel’s second quarter added a concrete data point to what has otherwise been a quarter of announcements: the company is raising 2026 capital spending to more than $20 billion, roughly $3 billion above its prior plan, and told investors that 2027 spending will go significantly higher still. This capital plan carries more weight for the end-of-life sector than the earnings beat. It points to the size of the fleet now entering production.

Alphabet’s 2Q2026 Results: More Capital Spending and Cloud Backlog

Alphabet spent $44.9 billion in a single quarter building AI infrastructure, and raised its full-year guidance to $195–$205 billion. For anyone in decommissioning or ITAD, that number bodes well as it should be interpreted as a forward order book for the hardware this...

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