@StickyRice:Intel data center weakness likely to continue into 2023, J.P. Morgan says Investment firm J.P. Morgan believes Intel’s $Intel(INTC)$  weak position in the data center is likely to persist for some time. Analyst Harlan Sur noted that overall demand for the data center should continue to grow this year, but the second-half of the year is likely to be stronger than the first, due in part to a bifurcation between high-performance compute and networking and general purpose compute and storage and memory. "...[L]ook for companies levered to data center trends to outperform across high performance compute and networking (Nvidia) (NVDA), Marvell (MRVL) and Broadcom (AVGO) while general purpose compute and storage/memory