Hyperscaler capex hits $725 billion, foreign capital moves into ITAD’s origination layer, and CIOs face a broken refresh-cycle budget — plus the macro and geopolitical risks behind ITAD’s 90-day window.
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 refiners don’t currently report or pay out on — an estimated 15 to 22 metals present in e-scrap waste streams. The company’s joint venture with Critical Materials Recycling is scaling rare earth recovery from 40 to 300 metric tons a year, why precious-metals refining still runs through Japan, and where Paladin’s managed-services business fits into its pitch to hyperscalers. This report unpacks the strategy, the execution risk, and what it means for corporate and OEM buyers evaluating Paladin as a partner.
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, enterprise-grade disposition infrastructure. After expanding its U.S. footprint, ERI’s next growth opportunity lies in markets such as Japan and Vietnam, where data-center buildout, electronics manufacturing and digitalization are increasing equipment retirements faster than secure, transparent ITAD capacity. By partnering with ITOCHU and VSD Holdings, ERI gains local market access while bringing its own data-security, traceability and closed-loop recycling model to markets still shaped in part by informal recycling.
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,...
Summary: 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,...
Summary: Corporate Strategy: Blancco Bets on the Drive, Not the Device, as It Chases a Recover-First IT Market
Blancco executive Tzvika Shahaf outlines a three-pillar strategy — data-bearing drives, data center decommissioning,...
Summary: IBM’s 2025 Breach Data Puts ITAD Providers Inside the Vendor-Risk Perimeter
IBM's 2025 Cost of a Data Breach Report wasn't written about the ITAD industry — but its findings reveal exactly how...
ITAD Gains Momentum on Strong Demand, Tight Supply.
An analysis by David Daoud for Compliance Standards LLC: Our latest ITAD industry analysis shows the market is gaining...
ITAD Industry Analysis: A 7/10 Rating on Constructive Momentum
Compliance Standards' IntelliTAD rates the ITAD industry's current state a solid 7 out of 10, reflecting a period of...
ITAD Certifications Under Scrutiny: Why They Fall Short of Enterprise Risk Needs
A critical disconnect is growing between the operational assurances offered by traditional ITAD certifications and the...