Alphabet’s Q2 2026 earnings call put a number on the AI buildout: $44.9 billion in quarterly capex, with guidance raised to $195–$205 billion for the year. For ITAD and recycling providers, the real story isn’t the revenue growth, it’s the asset volume that spending signals down the line.
Competitive Analysis
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 firm, becoming an equity-method affiliate as it enters the U.S. ITAD market amid AI-driven data center hardware turnover.
Corporate Strategy: Blancco Bets on the Drive, Not the Device, as It Chases a Recover-First IT Market
Blancco is rebuilding its business around the ‘drive’, not the device, betting that surging AI infrastructure and component scarcity are pushing ITAD from “destruct-first” to “recover-first.” The company’s new strategy centers on data-bearing drives, data center decommissioning, and mobile, positioning certified erasure and diagnostics as the backbone of a market where assets move fluidly between enterprises, processors, and secondary channels.
Outlook: $60 billion in AI servers deploying now will create ITAD’s most complex EOL challenge by 2029
Dell guided to $60 billion in AI server revenue for its current fiscal year alone. Lenovo reports a $21 billion AI...
How critical mineral alliances aim to shape the future of e scrap metals
ReElement Technologies, a company that specializes in refining rare earth elements and battery materials from both...
Metals and electronics recycling firms report stronger downstream trends
Recent disclosures from three leading metals and electronics recycling firms point to resilient earnings and generally...
Raised Aurubis guidance sends positive signal for circuit board and metals recovery markets
Hamburg-based metals recycler and smelter Aurubis has raised its full-year earnings forecast after reporting stronger...
Corporate Strategy: Dave Bernstein on ITAD Channels, Compliance and the Long Game in Enterprise Asset Disposition
In this episode of Compliance Standards’ the Trending Paths podcast, we zoom out from pallets and serial numbers to...
Quantum expands plastics recovery as North American growth strategy takes shape
Canada-based Quantum Lifecycle Partners has launched an advanced plastics separation system designed to recover...
Q1 earnings confirm a wave of decommissioning work ahead for ITAD
The current earnings season shows continued momentum in the tech sector with positive implications on the ITAD sector....
Iron Mountain puts ITAD at the center of its growth story, but exposures to component prices and hyperscale demand could test it
Iron Mountain's first-quarter results look exceptional on the surface, and in many respects they are. But a closer...
Apple leads on inputs, faces questions on ITAD
Apple’s latest environmental milestone, a claim that 30% of the material in all products it shipped in 2025 was...
Data Security: Windows AI Recall is pushing data destruction upstream
Every Copilot+ PC that arrives at an ITAD dock this year is potentially carrying something that didn’t exist on a...
Secondary Market: Intel boosts margins by selling what it used to scrap
On April 27, Resource Recycling reported on Intel’s latest earnings call. But the company’s results also contained a...
Corporate Strategy: Paladin EnviroTech: Operating Thesis, Build Model, and Forward Outlook
The formation of Paladin EnviroTech reflects a deliberate attempt to construct an IT asset disposition organization...
Research: The Independent ITAD Operator in the United States
Strategic Positioning, Structural Risks, and the Coming Capital Inflection A Primary-Research-Based Strategic...
Corporate News: Peters-Michaud named CEO, Houghton chair of Sage Sustainable Electronics
Sage Sustainable Electronics, the Closed Loop Partners–backed IT asset disposition (ITAD) company that has rolled up...
Markets/Corporate: What Intel’s blockbuster quarter means for ITAD
Intel’s first-quarter 2026 earnings report landed with a force few on Wall Street anticipated. Revenue came in at...