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
| 2,138 | +257 | +14% | $131B |
|
2
Ambarella
AMBA
$2.71B
| 255 | +37 | +17% | $2.44B |
|
3
GSI Technology
GSIT
$163M
| 54 | 0 | 0% | $58.9M |
|
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
| – | – | – | – |
|