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.
Competitive Analysis
Alphabet’s 2Q2026 Results: More Capital Spending and Cloud Backlog
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.
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: 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...
Client Note: HPE Downgrade Highlights Demand Fragility and Uneven AI Monetization
On April 13, Raymond James downgraded Hewlett Packard Enterprise. The stock dropped 3%. Most coverage focused on AI...
Markets: Less premium smartphone inventory is reaching recyclers
Assurant’s latest mobile trade-in data shows that the best smartphones are being pulled into reuse and refurbishment...
General: Bloom ESG and e-Stewards roll out critical metals metric
Bloom ESG and e-Stewards have added a critical metals conservation metric to their jointly developed Environmental...
ITAD M&A Outlook: Lessons from the MSP Consolidation Wave and Three Scenarios for the ITAD Market
This report examines the consolidation of the Managed Service Provider market between 2018 and 2025, draws direct...
ERI enters Japan through joint venture with Itochu
US-based electronics recycler and IT asset disposition (ITAD) provider ERI has formed a 50-50 joint venture with...
Apple’s MacBook Neo: iFixit’s best MacBook score in 14 years, but the residual value ceiling is real
Apple just shipped its most recyclable and most repairable laptop to date, and priced it at $599. For an industry that...
HP Inc. earnings point to memory inflation challenge
HP Inc. has just reported its first fiscal quarter of 2026, showing an 11% year-over-year jump in Personal Systems...
Umicore highlights strength in recycling, catalysis
Belgian materials technology group Umicore reported higher revenue and profit for 2025, calling it “a pivotal year for...
Apto, Tusaar partner on rare earths recovery
IT asset disposition provider Apto Solutions has teamed up with Tusaar, a US-based rare earth elements processor, to...
SIMS and Iron Mountain Are Repricing the ITAD and Positioning it as a Primary Growth Engine
Transcript: Two global public companies — Iron Mountain and Sims Limited — both reported roughly 70 percent...
Sims Lifecycle leverages hyperscale decommissioning
For most of its existence, Sims Lifecycle Services (SLS) has been viewed as a secondary business alongside its parent...