Amazon Q3 2026: Older AWS Chips Stay in Demand as Amazon Plans External Trainium Sales

Amazon reported stronger demand for older AWS chip generations while outlining plans to begin selling Trainium accelerators outside its cloud in late 2027. Its quarterly results highlight continued revenue opportunities for existing hardware and a future sales channel that ITAD providers will need to understand as Amazon’s custom chips reach external customers. Continue reading below.

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Amazon.com · E-commerce and cloud infrastructure · Q3 2026, July 1–September 30, 2026 · Results announced October 29, 2026; earnings call at 5:00 p.m. ET · Compared with Q3 2025

1. Operational summary

Demand for Amazon’s older chip generations strengthened even as AWS introduced newer processors. Management reported rising backlogs for prior-generation Graviton capacity and higher pricing for short-term access to older Trainium instances, while outlining plans to start selling its custom accelerators outside AWS in late 2027. For ITAD providers, the developments put continued use of existing cloud hardware and a future accelerator sales channel at the center of Amazon’s quarterly results.

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Analyst/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

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ERI Expands Asia Footprint With a New India Venture: Opportunities and Risks

by David Daoud | Principal Analyst | Aug 31, 2026 | Markets, Competitive Analysis, Pulse, Vendors, ERI, Asia Geo

ERI’s 50-50 joint venture with Eco Recycling Limited will establish ERI India later in 2026, adding a third Asian market after Japan and Vietnam. The expansion confirms a repeatable international strategy, but its success will depend on governance, operating consistency and the ability to compete profitably in India’s fragmented e-waste market.

ITAD Global Regulation & Compliance: A Quiet Summer for E-Scrap Laws, With Progress on Repair, Packaging and Enforcement

by David Daoud | Principal Analyst | Aug 24, 2026 | Regulation, Pulse, 1regcheck, AITeaser, Compliance and Enforcement

A quiet summer for major e-scrap legislation still brought important compliance developments across regions. New EU repair and packaging requirements, tighter Southeast Asian enforcement of e-waste import restrictions, and continued U.S. state-level activity are raising the importance of repair capacity, shipment documentation, battery procedures and packaging compliance for ITAD and recycling companies.

Tech Check: Where Automation Actually Pays Off in ITAD

by David Daoud | Principal Analyst | Aug 19, 2026 | Future Tech, Pulse, Data Center, Technology, Vendors, Amazon, Artificial Intelligence (AI), AITeaser

Automation is moving into ITAD, but the investment case is not simply “buy robotics.” This report examines where technologies such as robotic disassembly, computer vision, AI sorting, testing, and chain-of-custody platforms can improve recovery value, throughput, compliance, and reporting. The key is to automate the operating constraint, starting with the workflows where manual handling is costing margin or creating risk, establish a baseline, and invest only where technology delivers measurable economics and evidence.

Corporate Strategy: Paladin EnviroTech: Strategic Positioning in the Critical Materials Recovery Market

by David Daoud | Principal Analyst | Aug 18, 2026 | Paladin EnviroTech, Competitive Analysis, Pulse, M&A, Vendors, AITeaser

Eighteen months after its founding, Paladin EnviroTech is targeting rare earths and other metals that conventional refiners don’t currently report or pay out on — an estimated 15 to 22 metals present in e-scrap waste streams. The company’s joint venture with Critical Materials Recycling is scaling rare earth recovery from 40 to 300 metric tons a year, why precious-metals refining still runs through Japan, and where Paladin’s managed-services business fits into its pitch to hyperscalers. This report unpacks the strategy, the execution risk, and what it means for corporate and OEM buyers evaluating Paladin as a partner.

Corporate Strategy: Inside ERI’s Global Playbook. What Vietnam Reveals About the Company’s Next Moves

by David Daoud | Principal Analyst | Aug 12, 2026 | Emerging Markets, Asia Geo, Markets, Companies to Watch, Industry, Pulse, ITAD, Vendors, ERI, AITeaser

ERI is betting on Asia because the region combines fast-growing IT hardware volumes with a shortage of formal, enterprise-grade disposition infrastructure. After expanding its U.S. footprint, ERI’s next growth opportunity lies in markets such as Japan and Vietnam, where data-center buildout, electronics manufacturing and digitalization are increasing equipment retirements faster than secure, transparent ITAD capacity. By partnering with ITOCHU and VSD Holdings, ERI gains local market access while bringing its own data-security, traceability and closed-loop recycling model to markets still shaped in part by informal recycling.

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

by David Daoud | Principal Analyst | Aug 11, 2026 | Competitive Analysis, Industry, ITAD, Pulse, M&A, AITeaser

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

by David Daoud | Principal Analyst | Jul 28, 2026 | 1 In the News, Pulse, Intel, Corporate Strategy, AITeaser

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

by David Daoud | Principal Analyst | Jul 27, 2026 | Pulse, Vendors, Google, Corporate Strategy, AITeaser, 1 In the News

Alphabet’s Q2 2026 earnings call put a number on the AI buildout: $44.9 billion in quarterly capex, with guidance raised to $195–$205 billion for the year. For ITAD and recycling providers, the real story isn’t the revenue growth, it’s the asset volume that spending signals down the line.

M&A: Sumitomo Takes Equity Stake in U.S. ITAD Firm GreenTek, Betting on AI-Driven Hardware Disposal

by David Daoud | Principal Analyst | Jul 14, 2026 | M&A, Sumitomo, AITeaser, Investment & Policy, Mature Markets, Markets, Competitive Analysis, Pulse, GreenTek

Sumitomo Corporation has taken an equity stake in GreenTek Solutions, a Texas-based IT asset disposition firm, becoming an equity-method affiliate as it enters the U.S. ITAD market amid AI-driven data center hardware turnover.

Corporate Strategy: Blancco Bets on the Drive, Not the Device, as It Chases a Recover-First IT Market

by David Daoud | Principal Analyst | Jul 13, 2026 | Data Security, Companies to Watch, Pulse, Vendors, Compliance, Blancco, Corporate Strategy

Blancco is rebuilding its business around the ‘drive’, not the device, betting that surging AI infrastructure and component scarcity are pushing ITAD from “destruct-first” to “recover-first.” The company’s new strategy centers on data-bearing drives, data center decommissioning, and mobile, positioning certified erasure and diagnostics as the backbone of a market where assets move fluidly between enterprises, processors, and secondary channels.

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