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
1,590
Funds Holding Change
+50
Funds Holding Growth
+3%
Value
$78B
Holding in Top 10
83
Top 10 Change
-40
Top 10 Growth
-33%
Value Growth
-6%
New
202
Increased
617
Reduced
615
Closed
126
Capital Inflow
$5.32B
Capital Outflow
$5.79B
Net Capital Flow
-$472M
Capital Flow Change
-$2.31B
Calls
$1.75B
Puts
$1.6B
Net Calls
+$149M
Put/Call Ratio
0.91