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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

Inflow
Outflow
Net flow
Funds Holding 1,659
Funds Holding Change +83
Funds Holding Growth +5%
Value $97.2B
Holding in Top 10 147
Top 10 Change -17
Top 10 Growth -10%
Value Growth -0.6%
New 193
Increased 649
Reduced 693
Closed 94
Capital Inflow $8.04B
Capital Outflow $7.1B
Net Capital Flow +$941M
Capital Flow Change +$3.35B
Calls $2.21B
Puts $1.91B
Net Calls +$297M
Put/Call Ratio 0.87