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
| 2,423 | -40 | -2% | $126B |
|
2
Ambarella
AMBA
$2.71B
| 294 | -34 | -10% | $3.01B |
|
3
Blaize Holdings
BZAI
$35.3M
| 50 | +50 | – | $173M |
|
4
GSI Technology
GSIT
$163M
| 34 | -2 | -6% | $21.2M |
|
5
Defiance Inference AI Chip ETF
AINF
| – | – | – | – |
|
|
CGPT
6
VegaShares AI Inference ETF
CGPT
| – | – | – | – |
|
|
KSMH
7
xETFs Korea AI Semiconductor
KSMH
| – | – | – | – |
|