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.
This analysis is reserved for clients subscribing to the Pulse Service.
Already a subscriber? Log in here.
Subscribe to Pulse
Book a 90-Minute Analyst Presentation
A new class of data center infrastructure is beginning to emerge, one that prioritizes sealed environments, remote operation and proximity to energy generation rather than physical accessibility.
This is the client’s presentation covering April to mid-May 2026. It is designed to address general trends observed by Compliance Standards and look at what April and early May 2026 headlines collectively meant for the ITAD and electronics recycling sectors.
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.
DMD Systems Recovery has detailed an aggressive, multi-phase acquisition strategy in the IT asset disposition (ITAD) space and confirmed that the first deal under that framework involves acquiring the Lifespan ITAD business from Bluum Technology.
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.
Microsoft reportedly pulled back from Anthropic’s Claude Code just as Uber blew its 2026 AI budget on it, and both cases show what happens when frontier models are treated like flat‑fee software instead of metered infrastructure for ITAD and recycling operations.
While global PC shipments seemingly returned to growth in Q1 2026, driven by inventory movements, leading motherboard makers are guiding for shipment declines of more than 25% as manufacturing capacity is redirected toward AI and data‑center components, tightening the screws on the traditional PC ecosystem. What it means for ITADs and recyclers.
My guest is Dave Bernstein, CEO of Anything IT, who came into the industry at Y2K and has spent decades building a channel driven, certification heavy ITAD model that now serves both Fortune grade enterprises and the US federal government in roughly equal measure.
The ESG debate in the United States has entered a more politically charged phase. Various groups continue to challenge the role of ESG considerations in business decisions, but the central question is whether this backlash represents a meaningful weakening of enterprise demand for sustainability reporting and environmental performance measurement. This analysis examines what that shift means for ITAD providers and outlines twenty strategic actions companies should consider to remain competitive within enterprise accounts. A downloadable roadmap and client checklist accompanies the analysis for executives evaluating internal capabilities and prioritizing investment.
Canada-based Quantum Lifecycle Partners has launched an advanced plastics separation system designed to recover higher-quality polymers from end-of-life electronics, a move that reflects downstream processing investment alongside a wider shift in the company’s operating model.
The current earnings season shows continued momentum in the tech sector with positive implications on the ITAD sector. The pattern that emerged in prior quarters continued through April, with four major technology companies reporting results that reinforce the case for rising ITAD volumes.
Iron Mountain’s first-quarter results look exceptional on the surface, and in many respects they are. But a closer reading of the numbers reveals a growth story that is partly dependent on conditions that have already begun to shift, making this a quarter that raises as many questions about durability as it answers about momentum.
Gain flexible, on-demand access to our specialized industry analysts with the Analyst-on-Retainer plan. This service provides your organization with dedicated expert time each month to validate strategy, research competitors, and get direct input on critical trends in ITAD, sustainability, and AI. Empower your entire team—from sales to leadership—to make informed, data-driven decisions without the cost and commitment of a full-scale consulting project. This is the entry level service that provides you with full analyst focus and attention. To learn more and/or subscribe, follow this link.
Published research on the mega trends and factors affecting ITAD, sustainability and circular IT, from ESG, AI and IT decommissioning to plant technology and economics. To learn more and/or subscribe follow this link.
We provide comprehensive risk management and compliance solutions to safeguard your organization. Our expert services deliver assurance through formal reports like SOC 2, ISO 27001, and HIPAA readiness assessments. We also strengthen your internal controls with IT SOX audits and manage your third-party vendor risks, ensuring your operations are secure, compliant, and resilient from every angle. This service is best suited for vendors who must upgrade their ISMS practices and companies on the end-user side looking to incorporate ISMS in their vendor selection and procurement requirements. Learn more here.
We produce unique content that clients can leverage in their marketing campaigns. With unique data from CS, clients can transform themselves into thought leaders. We do the work behind the scenes, helping customers improve their image, attract attention and win new customers. CONTACT US TO INQUIRE.
There are two sections in this offerings. First is the consulting service to help you plan your go-to-market, sales, marketing and PR Strategies. We provide you with support to understand your prospective clients and competition. Then there is the execution with sessions to reach prospective clients. We leverage our relationships with media giants to reach an audience of IT services buyers and promote you with marketing and leads generations. CONTACT US TO INQUIRE.
In our competitive anlyses, we assess the reputation of ITAD vendors from the perspective of their clients and employees. This service is best suited for end-user companies doing due diligence on their current or potential vendors, investment stakeholders and even ITAD executives interested in a different perspective on competition. CONTACT US TO INQUIRE.
We conduct industry surveys to assess where the sector is headed. These surveys are typically multi-client sponsored. We welcome companies interested in sponsoring these surveys. We also conduct ITAD-specific surveys, engaging with ITAD leaders to gauge the health of the sector and outlook. Contact us to learn more. CONTACT US TO INQUIRE.