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
$184B
| 1,460 | -22 | -1% | $65B |
|
2
Ambarella
AMBA
$2.71B
| 207 | -13 | -6% | $870M |
|
3
GSI Technology
GSIT
$163M
| 49 | +1 | +2% | $47.8M |
|
4
Defiance Inference AI Chip ETF
AINF
| – | – | – | – |
|
5
Blaize Holdings
BZAI
$35.3M
| – | – | – | – |
|
|
CGPT
6
VegaShares AI Inference ETF
CGPT
| – | – | – | – |
|
|
KSMH
7
xETFs Korea AI Semiconductor
KSMH
| – | – | – | – |
|