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: 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.
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...
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...
Apple’s Two‑Track Trade‑In Strategy: Macs Up, Mobile Down, and the ITAD Impact
On January 15, 2026, Apple quietly raised the stakes on used Macs while trimming mobile payouts, sending a clear price...
Client Brief: Iron Mountain Q4 2025 – Growth Analysis, Execution Risks, and Industry Benchmarks
Iron Mountain reported exceptional Q4 2025 results for its Asset Lifecycle Management business, with 70% total revenue...
Industry Alert: Brace For a Printer Surge as Microsoft Ends Legacy Driver Support this Year
Just as the end of Windows 10 support triggered an unusually high PC refresh cycle, Microsoft's decision to end legacy...