Ingram Micro’s latest quarterly results reveal a rapid acceleration beyond traditional IT distribution and into the full spectrum of lifecycle orchestration and digital platform services. They confirm to a certain extent what I have been saying all along: companies...
Competitive Analysis
Analysis: What Apple and Amazon’s Latest Results Signal for the IT Circularity Chain
The September quarter results from Apple and Amazon together form one of the most revealing snapshots of where the broader technology and circular-economy landscape is heading. Both companies reported strong revenue growth and clear momentum in AI-driven...
Assessing Nvidia’s $350 Million Investment in Redwood Materials: Implications for the End-to-End Circular Recovery
Nvidia has taken a prominent position in Redwood Materials’ recently announced $350 million Series E funding round, joining investors such as Eclipse Ventures and Capricorn Technology. Redwood, led by ex-Tesla CTO JB Straubel, is recognized for its U.S.-based battery...
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