Expect a rotation out of AI chip manufacturers to software companies in next 6-12 months: Ray Wang

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Ray Wang, Constellation Research founder, chairman and principal analyst, joins 'Squawk Box' to discuss the U.S. Commerce Department's new crackdown on chip exports to China, latest trends in AI, winners and losers in the sector, and more.
Category
Artificial Intelligence & Business
Tags
Squawk Box U.S., CNBC, business news

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