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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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Should we pay attention to IBM’s quantum foundry?

Jun 4, 2026

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.

AI Vision Is Moving to Line in E‑Waste Sorting

Jun 2, 2026

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.