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
1,460
Funds Holding Change
-65
Funds Holding Growth
-4%
Value
$55B
Holding in Top 10
46
Top 10 Change
-28
Top 10 Growth
-38%
Value Growth
-6%
New
116
Increased
527
Reduced
654
Closed
163
Capital Inflow
$2.79B
Capital Outflow
$6.78B
Net Capital Flow
-$3.99B
Capital Flow Change
+$1.36B
Calls
$3.47B
Puts
$2.48B
Net Calls
+$996M
Put/Call Ratio
0.71