This issue covers what's reshaping the ITAD and electronics recycling industry in the back half of 2026. Hyperscaler capital spending, $725 billion this year, is keeping equipment flowing through the disposition channel and used-server values elevated as memory...
IntelliTAD #18: $725B in AI Capex, Foreign Equity, and a Closing Window
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.
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