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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 2,382
Funds Holding Change -31
Funds Holding Growth -1%
Value $99.3B
Holding in Top 10 88
Top 10 Change -34
Top 10 Growth -28%
Value Growth -7%
New 160
Increased 995
Reduced 944
Closed 174
Capital Inflow $5.04B
Capital Outflow $6.3B
Net Capital Flow -$1.26B
Capital Flow Change -$2.64B
Calls $2.69B
Puts $3.11B
Net Calls -$414M
Put/Call Ratio 1.15