Ac t i o n | 18 Aug 2026 02:05:01 ET │ 53 pages North America Hardware & Storage C2Q26 Previews: Robust AI-Led Infrastructure Demand; Elevated Expectations into Earnings CITI'S TAKE Hardware OEMs' earnings should reflect strong results given constructive supply chain/OEMs commentary (CDW/INTC/AMD/SMCI/Lenovo) on infrastructure demand benefitting from AI-infrastructure buildouts and rising CPU usage for agentic-AI workloads, with enterprise/AI inferencing demand noted as still in very early stages. PCs, on t ...