This report analyzes twenty-two IT asset disposition (ITAD) mergers and acquisitions between October 2024 and July 2026, sourced from public disclosures, industry coverage, and company statements. It examines deal frequency trends, buyer composition (private equity...
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...
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...
