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IntelliTAD 

A Compliance Standard’s Newsletter for Busy Executives

Issue 11: AI Buildout, OEM Earnings, and the New U.S. Data-Center Geography Reshaping ITAD Volumes

This week’s IntelliTAD update draws on three newly released reports: the U.S. Data-Center Geography and Decommissioning Outlook, Dell Q3 FY2026 Earnings Analysis, and HP Q4 FY2025 Earnings Analysis. Each report stands on its own, but together they confirming the converging reality for IT asset disposition, reuse, and urban-mining operators.

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Technology: How AI’s Breakneck Pace Is Outrunning Enterprise Strategy and Your IT Refresh Cycle

It took 12 days for Anthropic to release two major AI models back to back. And with each release, the capability bar moves up, software value gets questioned, and the hardware underneath it all turns over faster than your refresh cycle was ever designed to handle.  This episode is a straight-talk breakdown of what that pace means for enterprise IT strategy, ITAM programs, and ITAD operations. This is not AI hype, but an honest analysis on the very real decisions landing on your desk right now as a result of it.

SIMS and Iron Mountain Are Repricing the ITAD and Positioning it as a Primary Growth Engine

In this episode, David Daoud of Compliance Standards LLC examines how Sims Limited and Iron Mountain are repositioning IT asset disposition from an operational afterthought to a primary growth engine inside publicly traded platforms. Both companies recently reported approximately 70% year-over-year growth in their ITAD divisions. More importantly, they elevated Asset Lifecycle Management and Sims Lifecycle Services in their earnings narratives, capital allocation priorities, and forward guidance.

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