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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 1,615
Funds Holding Change -44
Funds Holding Growth -3%
Value $90.2B
Holding in Top 10 117
Top 10 Change -30
Top 10 Growth -20%
Value Growth -7%
New 116
Increased 627
Reduced 738
Closed 141
Capital Inflow $9.41B
Capital Outflow $10.3B
Net Capital Flow -$844M
Capital Flow Change -$1.78B
Calls $1.75B
Puts $1.61B
Net Calls +$140M
Put/Call Ratio 0.92