Twenty-two ITAD transactions closed between October 2024 and July 2026. Deal frequency held flat year over year, but composition shifted: private equity platforms moved from opportunistic bolt-ons to stated, multi-deal roll-up programs, buyers began acquiring governance and program-management capability alongside processing capacity, and materials companies with no prior ITAD history took equity positions tied directly to data-center hardware lifecycle value.
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 capital spending to more than $20 billion and signaling an even steeper step-up in 2027, with most of that going into tools for Intel 3, 18A, and 18A-P,...
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 is raising 2026 capital spending to more than $20 billion, roughly $3 billion above its prior plan, and told investors that 2027 spending will go significantly higher still. This capital plan carries more weight for the end-of-life sector than the earnings beat. It points to the size of the fleet now entering production.
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