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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

Calls
Puts
Net calls
Funds Holding 1,510
Funds Holding Change -83
Funds Holding Growth -5%
Value $65.7B
Holding in Top 10 70
Top 10 Change -24
Top 10 Growth -26%
Value Growth -20%
New 90
Increased 498
Reduced 780
Closed 159
Capital Inflow $5.84B
Capital Outflow $9.4B
Net Capital Flow -$3.56B
Capital Flow Change -$3.44B
Calls $1.82B
Puts $1.6B
Net Calls +$223M
Put/Call Ratio 0.88