We are at a war for compute power, says Constellation's Ray Wang

the tech sector last week uh saw a lot of volatility. It was driven by weakening sentiment around valuations and bank related stress across the broader market. So joining us for more on this right now is Ray Wong.He is Constellation Research founder and chairman and AI forum co-founder. Uh Ray, let's talk this through. Normally, I wouldn't start really broad with you on the markets, but last week it did seem like it was China concerns, questions about uh you know, just bank lending, all kinds of odd things ...