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IntelliTAD #17: Europe’s ITAD opportunity and hyperscalers’ ITAD

In this issue of IntelliTAD, we pair a four‑country Western Europe ITAD investment profile with fresh readings of Google and Amazon’s 2025 sustainability reports, showing how an AI/data‑center supercycle and tightening EU regulation are creating high‑value decommissioning feedstock upstream, while hyperscalers quietly expose their biggest gaps downstream: certified chain of custody, verifiable data destruction, and marketplace‑scale electronics flows that ITAD leaders are uniquely positioned to turn into measurable, investable services.

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Issue 10: Compliance Gaps, Quarterly Insights, and Market Shifts

Nov 20, 2025

There's quite a bit happening across the compliance landscape, earnings season, and strategic partnerships that's worth paying attention to: Compliance Weaknesses Across the Electronics Chain Recent findings from Basel Action Network and EPA's settlement with Apple...

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