Intel’s latest earnings call added hardware detail to a year dominated by AI headlines. The company is lifting 2026 capital spending to more than $20 billion and signaling an even steeper step-up in 2027, with most of that going into tools for Intel 3, 18A, and 18A-P,...
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...
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...
Alphabet’s Q2 2026 capex hit $44.9 billion, with full-year guidance raised to $195–$205 billion, on the back of 24% revenue growth and an 82% jump in Cloud revenue. For ITAD and decommissioning providers, this isn’t just a hyperscaler earnings story;...
Sumitomo Corporation has taken an equity stake in GreenTek Solutions, a Texas-based IT asset disposition (ITAD) firm, making GreenTek an equity-method affiliate as Sumitomo enters the U.S. market for enterprise IT hardware reuse and recycling. The investment positions...
