This report examines the consolidation of the Managed Service Provider market between 2018 and 2025, draws direct parallels and contrasts with the emerging IT Asset Disposition sector, and presents three forward-looking scenarios for how ITAD consolidation may unfold...
When injecting AI into ITAD and electronics recycling operations, most organizations are still at an early, experimental stage: pilots live in slide decks and demo cells, and very few facilities have models influencing day‑to‑day sort decisions. However, ongoing...
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...
