U.S. IT Hardware The Intelligence Revolution: How big is it? And what signposts are we looking for along the way? Mark C. Newman +1 212 845 7822 mark.newman@bernsteinsg.com Lavnik Balyan +1 917 344 8563 Following on from our initiation on US IT Hardware, today's note dives deeper into the AI opportunity: sizing it; what this means for IT Hardware stocks; and signposts along the way. AI presents a potentially huge upside opportunity for hardware vendors, but also significant risks. Anthropic Economic Index D ...