In this memo to clients, we note that the global memory market is showing an accelerated phase of tightening, driven by the aggressive expansion of AI infrastructure as the primary catalyst. Right now, we are tracking two distinct yet deeply connected market...
Out of everything we published this month, at least four forces stand out as they’ve taken new momentum. These are the things that will define the next 12 to 18 months for this industry. First, the e-waste export opportunity is closing very quickly. Second, AI...
Transcript: Anthropic — one of the leading AI companies in the world, backed by over $30 billion in fresh funding at a $380 billion valuation — just released its second major AI model in less than two weeks. Twelve days. Two flagship model releases. And the thing they...
The latest forecast pegs 2026 IT spending at $6.15 trillion and quietly rewires the economics of end‑of‑life hardware. This analysis breaks down how AI‑driven data center capex, a slowing PC refresh cycle, and rising memory costs will reshape server resale, intake...
Iron Mountain reported exceptional Q4 2025 results for its Asset Lifecycle Management business, with 70% total revenue growth, 56% organic growth, and guidance projecting $850 million in 2026 ALM revenue. The company added 90 Fortune 1000 customers year-over-year and...
