📊Executive Summary

The article discusses a significant upcoming wave of IT asset retirements driven by aging PC and server infrastructure from major OEMs like Dell, HP, and Lenovo. These companies are facing a transition to AI-enabled devices while managing an installed base that includes many older systems. The report predicts that tens of millions of commercial PCs will enter the IT asset disposition (ITAD) and recycling markets over the next 12-24 months, creating opportunities for refurbishers. Additionally, the OEMs are experiencing component inflation affecting DRAM, NAND, and CPUs, which is expected to impact the economics of end-of-life devices. Procurement teams should prepare for an influx of used equipment and consider the implications of rising component costs on new purchases....