Dell, HP, and Lenovo are reporting stronger technology spending while forecasting weaker PC unit shipments. That split matters for ITAD: OEM revenue tracks dollars, while operating capacity is consumed by physical units and processing work.
Summary: ERI Expands Asia Footprint With a New India Venture: Opportunities and Risks
ERI, the Fresno-based electronics recycler and IT asset disposition provider, has announced a 50-50 joint venture with India’s Eco Recycling Limited (Ecoreco) to establish ERI India. The new company is scheduled to begin operating later in 2026. Ecoreco is a publicly...
Summary: ITAD Global Regulation & Compliance: A Quiet Summer for E-Scrap Laws, With Progress on Repair, Packaging and Enforcement
July and August did not bring a major new e-scrap statute in the United States, Europe or Asia. The consequential developments involved measures moving into application: EU repair rights and packaging obligations, Southeast Asian enforcement of waste-import...
Summary: Tech Check: Where Automation Actually Pays Off in ITAD
In this edition of Tech Check, we examine the technologies that are expected to reshape ITAD operations, from robotic...
ITAD Global Regulation & Compliance: A Quiet Summer for E-Scrap Laws, With Progress on Repair, Packaging and Enforcement
July and August did not bring a major new e-scrap statute in the United States, Europe or Asia. The consequential...
Tech Check: Where Automation Actually Pays Off in ITAD
About: In this edition of Tech Check, we examine the technologies that are expected to reshape ITAD operations, from...
Summary: IntelliTAD #18: $725B in AI Capex, Foreign Equity, and a Closing Window
This issue covers what's reshaping the ITAD and electronics recycling industry in the back half of 2026. Hyperscaler...
IntelliTAD #18: $725B in AI Capex, Foreign Equity, and a Closing Window
This issue covers what's reshaping the ITAD and electronics recycling industry in the back half of 2026. Hyperscaler...
Corporate Strategy: Paladin EnviroTech: Strategic Positioning in the Critical Materials Recovery Market
Eighteen months after its founding, Paladin EnviroTech is targeting rare earths and other metals that conventional...
Corporate Strategy: Inside ERI’s Global Playbook. What Vietnam Reveals About the Company’s Next Moves
This analysis addresses ERI’s Asia expansion as a strategic response to two converging forces: a more mature U.S....
Summary: Corporate Strategy: Inside ERI’s Global Playbook. What Vietnam Reveals About the Company’s Next Moves
ERI is betting on Asia because the region combines fast-growing IT hardware volumes with a shortage of formal,...
Summary: ITAD M&A Activity: Transaction Trends, Buyer Strategy and Market Direction
This report analyzes twenty-two IT asset disposition (ITAD) mergers and acquisitions between October 2024 and July...
ITAD M&A Activity: Transaction Trends, Buyer Strategy and Market Direction
Twenty-two ITAD transactions closed between October 2024 and July 2026. Deal frequency held flat year over year, but...
Summary: Intel’s CapEx Tops $20B on Server Demand While PC Volume Shrinks: ITAD Firms Should Plan for Two Separate Asset Cycles
Intel’s latest earnings call added hardware detail to a year dominated by AI headlines. The company is lifting 2026...
Intel’s CapEx Tops $20B on Server Demand While PC Volume Shrinks: ITAD Firms Should Plan for Two Separate Asset Cycles
Intel's second quarter added a concrete data point to what has otherwise been a quarter of announcements: the company...
Alphabet’s 2Q2026 Results: More Capital Spending and Cloud Backlog
Alphabet spent $44.9 billion in a single quarter building AI infrastructure, and raised its full-year guidance to...
Summary: Alphabet’s 2Q2026 Results: More Capital Spending and Cloud Backlog
Alphabet's Q2 2026 capex hit $44.9 billion, with full-year guidance raised to $195–$205 billion, on the back of 24%...
M&A: Sumitomo Takes Equity Stake in U.S. ITAD Firm GreenTek, Betting on AI-Driven Hardware Disposal
Sumitomo Corporation has taken an equity stake in GreenTek Solutions, a Texas-based IT asset disposition (ITAD) firm,...