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
2,809
Funds Holding Change
-254
Funds Holding Growth
-8%
Value
$111B
Holding in Top 10
39
Top 10 Change
-43
Top 10 Growth
-52%
Value Growth
-25%
New
169
Increased
1,038
Reduced
1,338
Closed
386
Capital Inflow
$28.7B
Capital Outflow
$11.6B
Net Capital Flow
+$17.1B
Capital Flow Change
+$9.86B
Calls
$2.76B
Puts
$2.89B
Net Calls
-$121M
Put/Call Ratio
1.04