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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

Increased
Reduced
Net increased
Funds Holding 1,485
Funds Holding Change -25
Funds Holding Growth -2%
Value $60B
Holding in Top 10 49
Top 10 Change -21
Top 10 Growth -30%
Value Growth -9%
New 171
Increased 484
Reduced 739
Closed 176
Capital Inflow $5.17B
Capital Outflow $6.79B
Net Capital Flow -$1.61B
Capital Flow Change +$1.94B
Calls $1.88B
Puts $1.35B
Net Calls +$529M
Put/Call Ratio 0.72