Out of everything we published this month, at least four forces stand out as they’ve taken new momentum. These are the things that will define the next 12 to 18 months for this industry. First, the e-waste export opportunity is closing very quickly. Second, AI...
HP Inc. has just reported its first fiscal quarter of 2026, showing an 11% year-over-year jump in Personal Systems revenue to 10.3 billion dollars and a 12% growth in PC units shipped . But the real story is that memory inflation is now reshaping the economics of...
IntelliTAD Intelligence Brief February 21, 2026 · intellitad.com From David DaoudThe first seven weeks of 2026 have been anything but quiet. A $633 million ITAD revenue quarter at Iron Mountain. A ransomware gang claiming they breached a key industry player. Two major...
IT asset disposition provider Apto Solutions has teamed up with Tusaar, a US-based rare earth elements processor, to recover and reuse critical materials from retired technology inside the United States. The collaboration centers on capturing rare earths from shredded...
Transcript: Anthropic — one of the leading AI companies in the world, backed by over $30 billion in fresh funding at a $380 billion valuation — just released its second major AI model in less than two weeks. Twelve days. Two flagship model releases. And the thing they...
