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...
What happened at Microsoft and Uber when they leaned into Anthropic’s Claude Code? That’s one of the most efficient frontier models, but in practice, using Claude could be a disaster. Microsoft reportedly did an internal pullback from Claude and Uber’s blew its 2026...
Global PC shipments returned to growth in Q1 2026, but the apparent recovery is driven more by inventory tactics and pre‑emptive buying than by durable end‑user demand. At the same time, leading motherboard makers are guiding for shipment declines of more than 25% as...
ReElement Technologies, a company that specializes in refining rare earth elements and battery materials from both mined and recycled feedstock, joined the Minerals Integrity & Resilience Alliance (MIRA) in May as part of a broader effort to strengthen...
Recent disclosures from three leading metals and electronics recycling firms point to resilient earnings and generally supportive conditions in key parts of the metals and electronics recycling value chain, even as feedstock availability and certain smelting margins...
