Ingram Micro’s latest investor call and fiscal results leave little doubt that the company is riding two concurrent tailwinds: the imminent October 14, 2025 end of support for Windows 10 — which is accelerating commercial device refreshes — and the gradual emergence of AI-driven demand that is...
ai demand
aigpus
channel partners
data center ai
device refresh
enterprise it
esg
gpus
ingram micro
it lifecycle services
itad
market risk
north america
post-refresh cycle
recommerce
refurbishment
sustainability
windows 10 end of life
windows 10 eol
xvantage
It’s happening again: before you can even finish debating whether you want to eat this month or finally upgrade your GPU, Nvidia’s execs are gently massaging our expectations—and our wallets—by warning that the brand-new GeForce RTX 5080 and 5090 are primed to sell out the moment they hit...