Analyst with coverage on sustainability, IT asset management, global computer markets, segmentation and channel strategies, Green IT and end-users.
Massachusetts
Joined September 2008
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Quote from @MSFTCopilot when I asked to style my PPT: "until the folks in Redmond stop treating file generation like a billable workflow instead of a basic #AI capability, I’m not going to be your best tool for exporting PPTs, XLSXs, or DOCXs." And I agree.
Sage Sustainable Electronics names Neil Peters-Michaud (@npetersmichaud ) CEO, Bob Houghton Chairman of the Board
Read on Resource Recycling, Inc. : resource-recycling.com/e-scr…
#ITAD, #ElectronicsRecycling, #EScrap, #SustainableElectronics, #CircularIT, #CircularEconomy
A #UK-based startup, #DEScycle, is testing a different approach to extracting #metals from #electronic scrap, one that could influence how downstream recovery fits into the IT asset disposition and recycling chain. More here: resource-recycling.com/e-scr…
Umicore highlights strength in recycling, catalysis rviv.ly/OYcvTI #compliance #Sustainability #electronics #ITAM #ITAD #recycling
Advisory: 2026 IT Spending Forecast & Implications on ITAD, #Recycling and Critical Material Recovery rviv.ly/VDuidx #ITAM #compliance #electronics #ITAD #Sustainability
By Compliance Standards @Apple’s Two‑Track Trade‑In Strategy: #Macs Up, Mobile Down, and the #ITAD Impact rviv.ly/OlhZAc #ITAM #recycling #Sustainability #compliance #electronics
By Compliance Standards Client Brief: Iron Mountain Q4 2025 – Growth Analysis, Execution Risks, and Industry Benchmarks rviv.ly/PFCfij #ITAD #electronics #ITAM #compliance #Sustainability #recycling
By Compliance Standards Electronics Reverse Supply Chain: Introductory Sector Report for CS 2026 #Electronics Return Stream Intelligence (eRSI) rviv.ly/sSHwlI #recycling #Sustainability #compliance #ITAM #ITAD
By Compliance Standards Brief: Return-to-Office Mandates as a Hardware Lifecycle Shock rviv.ly/sNoK2X #Sustainability #electronics #ITAM #compliance #ITAD #recycling
By Compliance Standards Management: From Legacy Drag to Competitive Lift: How ITADs Could Help Clients Cut Technical Debt rviv.ly/3k6nTQ #ITAD #ITAM #compliance #Sustainability #recycling #electronics
#DDR5 pricing is showing the same speculative patterns seen in prior GPU and SSD cycles, with channel inventory drying up and reappearing at inflated secondary-market prices.T
#MemoryMarket #ITAD #Components #SecondaryMarket #HardwareEconomics #CircularIT
Finally, some sanity for ESG ratings! The UK will require all providers—big and small, local and overseas—to register with the FCA from 2028. These scores influence trillions #ESG #UK #sustainability
Tailwind Capital took a majority stake in #ITAD firm DMD Systems Recovery, highlighting private equity’s growing interest is #sustainability investments. DMD expected to expand geographically & through acquisitions: compliancestandards.com/2025…
Meanwhile enterprise datacenters' refresh cycles are slower, but their behavior is different. They rely heavily on #ITAD partners for compliance, data destruction, and resale, providing steady volumes, long-term client relationships. compliancestandards.com/2025…
the #hyperscalers, where @nvidia , TSMC, and the big memory makers, are driving record demand from #AI and #cloud. Their refresh cycles are intense, 18–24 months, and the hardware coming out is some of the most valuable anywhere. compliancestandards.com/2025…
#semiconductor earnings show divide btw big growth #AI/ #datacenters vs sluggish #PCs. Data also shows clear split in the datacenter market, with #hyperscalers' huge demand & enterprise datacenters less aggressive but more sustainable for #ITAD. compliancestandards.com/pikg
#Semiconductor 2Q2025 Sector Results and Implications on Hardware Decommissioning Industry (#ITAD) is out: compliancestandards.com/2025…