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
Inflow
Outflow
Net flow
Funds Holding
1,437
Funds Holding Change
+8
Funds Holding Growth
+0.6%
Value
$90.4B
Holding in Top 10
183
Top 10 Change
+27
Top 10 Growth
+17%
Value Growth
+10%
New
111
Increased
626
Reduced
592
Closed
89
Capital Inflow
$6.9B
Capital Outflow
$6.14B
Net Capital Flow
+$759M
Capital Flow Change
-$84.5B
Calls
$2.6B
Puts
$1.23B
Net Calls
+$1.37B
Put/Call Ratio
0.47