The technology stack surrounding end-of-life electronics is being impacted from varioust directions at once, and for the first time in a long while, the influence is coming from inside the industry’s own operating assumptions. The devices flowing into downstream...
The HP EliteBoard G1a is a full Windows AI PC built directly into a low‑profile keyboard, landing at 6.5 out of 10 in our Circular IT rating, with sustainability as its strongest dimension at 7.5 out of 10. We score eight dimensions, from recycled content and...
Dell guided to $60 billion in AI server revenue for its current fiscal year alone. Lenovo reports a $21 billion AI server pipeline with more than 5,800 active customer deployments. Compliance Standards projects that systems deployed during the 2025–2027 build-out will...
About this analysis PC shipment data from Gartner and IDC suggests a healthy market on the surface, but both firms warn that Q1 2026 growth is being driven by inventory build, rising memory costs, and Windows 10 migration rather than real demand. For ITAD and...
On April 13, Raymond James downgraded Hewlett Packard Enterprise. The stock dropped 3%. Most coverage focused on AI revenue disappointments and slowing growth projections. We focused on something else entirely. In our view, when the largest enterprise hardware OEMs...
