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
| 1,505 | +45 | +3% | $79.5B |
|
2
Ambarella
AMBA
$2.71B
| 199 | -8 | -4% | $1,000M |
|
3
GSI Technology
GSIT
$163M
| 42 | -7 | -14% | $42.5M |
|
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
| – | – | – | – |
|