AI Inference Silicon
Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.
7 stocks
| Name |
Funds holding | Growth | Growth % |
Fund value |
|
|---|---|---|---|---|---|
1
Qualcomm
QCOM
$189B
| 1,582 | +13 | +0.8% | $105B |
|
2
Ambarella
AMBA
$2.73B
| 143 | +13 | +10% | $374M |
|
3
GSI Technology
GSIT
$161M
| 49 | -5 | -9% | $64.9M |
|
4
Defiance Inference AI Chip ETF
AINF
| – | – | – | – |
|
5
Blaize Holdings
BZAI
$39.6M
| – | – | – | – |
|
|
CGPT
6
VegaShares AI Inference ETF
CGPT
| – | – | – | – |
|
|
KSMH
7
xETFs Korea AI Semiconductor
KSMH
| – | – | – | – |
|