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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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Outlook: $60 billion in AI servers deploying now will create ITAD’s most complex EOL challenge by 2029

Jun 1, 2026

Dell guided to $60 billion in AI server revenue for its current fiscal year alone. Lenovo reports a $21 billion AI server pipeline with more than 5,800 active customer deployments. Compliance Standards projects that systems deployed during the 2025–2027 build-out will begin reaching end-of-life in significant volumes around 2029–2031. Because these servers are GPU-dense, often liquid-cooled and packed with high-value materials, the brief describes what is coming as “the most complex and highest-value recycling and urban mining challenge the sector has encountered.” GPU firmware and AI model storage sit outside the scope of current data destruction standards, and the report calls for documented End-of-Life (EOL) protocols to be developed and in place before that retirement wave begins.