IntellITAD

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Issue 11: AI Buildout, OEM Earnings, and the New U.S. Data-Center Geography Reshaping ITAD Volumes

This week’s IntelliTAD update draws on three newly released reports: the U.S. Data-Center Geography and Decommissioning Outlook, Dell Q3 FY2026 Earnings Analysis, and HP Q4 FY2025 Earnings Analysis. Each report stands on its own, but together they confirming the...

Issue 6: Chips, Capital, and Consumer Devices: What They Mean for ITAD

The past week has delivered three developments that matter for the ITAD and electronics recycling sectors. Semiconductor earnings confirmed the widening gap between AI-fueled hyperscalers and the steadier, but more accessible, enterprise data center segment. Private...

Issue 5: Market Signals, OEM Control, and the Coming Hardware Wave

The first week of September brought little movement in the IT asset disposition and electronics recycling sector. There were no new mergers, expansions, or major policy announcements. To make this week’s edition useful, we are drawing from six of our latest research...

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