IBM announced that it plans to launch a standalone quantum chip foundry company with support from a proposed $1 billion CHIPS Act award. The announcement adds another signal that the United States is accelerating investment in advanced computing infrastructure.
Competitive Analysis
AI Vision Is Moving to Line in E‑Waste Sorting
AI‑driven camera sorting is moving into practical plant‑floor tools for ITAD and electronics recyclers. Early systems like Apple’s A.R.I.S. show that low‑cost vision models running on commodity hardware can drive pneumatic sorters at line speed and deliver high‑purity metal and PCB streams, suggesting that facilities which start piloting these techniques now will gain a structural edge on recovery, cost, and specification compliance over the next three to five years.
M&A: DMD acquires ITAD firm Lifespan, outlines acquisition strategy
DMD Systems Recovery has detailed an aggressive, multi-phase acquisition strategy in the IT asset disposition (ITAD) space and confirmed that the first deal under that framework involves acquiring the Lifespan ITAD business from Bluum Technology.
Corporate Sustainability Brief: Samsung Electronics
I recently moderated a session at REMA 2025 in San Diego with Samsung Electronics' sustainability leaders, Daniel...
Sustainability in Practice: Reviewing Hitachi Digital Services’ Strategy
So I spent some time researching how Hitachi Digital Services runs its business—specifically through the lens of...
ITAD Shake-Up: Mergers, Exits, and Bankruptcies: Who Will Survive the Industry’s Ongoing Transformation?
By David Daoud: The recycling and IT asset disposition (ITAD) industries are undergoing a critical transformation,...
Ingram Micro’s ITAD and Lifecycle Business: Straddling the Line
Summary: Ingram Micro’s latest 4Q2024 earnings call confirms the company’s focus on higher-margin businesses like...
ITAD at HP: Fragmentation, Market Perception, and the Need for Clarity
Having experienced multiple periods of transformation, Hewlett Packard Enterprise (HPE) and HP Inc. not only face the...
Quantum Lifecycle Partners: Cementing Front Runner Status in Canada’s ITAD Market
Quantum Lifecycle Partners is likely Canada's largest IT asset disposition (ITAD) service provider. Even if it is...
Enterprise IT in a Transforming PC Market: Strategic Insights for the Coming Year
Early this week, I was asked by a client, a large earth-moving equipment manufacturer, to share my assessment of the...
What is Google telling us about the secondary market for IT and electronics?
Are OEMs looking to tighten control over the secondary market? The secondary market for IT and electronics is rapidly...
First Impressions: Leadership Shift at Blancco: What Lou DiFruscio’s Appointment Signals
For as long as I’ve known Blancco Technology Group , the company has been making frequent adjustments to respond to...
First impressions: Iron Mountain’s Third Quarter Results
Iron Mountain’s 3rd quarter results depict a strong performance for its Asset Lifecycle Management (ALM), where its...
Analysis: Sage Expands Beyond ITAD, Breaks into the Break-Fix Market
Sage Sustainable Electronics Expands Beyond ITAD, Breaking into the Break-Fix Market: Strategic Opportunities and...
Ingram Micro’s ITAD Business at a Crossroads: 2025 Could Be a Make-or-Break Year
I was excited to learn that Ingram Micro (IM) filed for an IPO on the last day of September. Becoming a public company...
M&A: Iron Mountain’s ITAD Acquisitions: A Strategic Move or Risky Business?
The recent news stories of Iron Mountain acquiring the Irish firm Wisetek have created a head-scratching moment. I say...
Lenovo’s Positive AI PC Momentum: Key Considerations for ITADs
I believe Lenovo is the first company to signal positive momentum in the AI PC sector on the front end. Most of the...
Intel & AMD: The Perils of Being Number One and How they will Impact ITAD and Electronic Recycling
By David Daoud: Wall Street loves companies that are number one in their respective business sector, and lead in...