Vi e w p o i n t | See Appendix A-1 for Analyst Certification, Important Disclosures and Research Analyst Affiliations. 02 Jan 2026 10:21:57 ET │ 14 pages North America Hardware & Storage Key Focus Items At CES: Hardware Demand Amidst Rising Component Prices; AI Demand Momentum CITI'S TAKE As we approach CES 2026, the hardware landscape continues to exhibit positive demand in datacenter infrastructure, driven by AI-related workloads, alongside more a more muted environment in devices markets given spending ...