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
1,545
Funds Holding Change
-2
Funds Holding Growth
-0.1%
Value
$70B
Holding in Top 10
55
Top 10 Change
-11
Top 10 Growth
-17%
Value Growth
-6%
New
109
Increased
526
Reduced
701
Closed
99
Capital Inflow
$2.32B
Capital Outflow
$7.7B
Net Capital Flow
-$5.37B
Capital Flow Change
-$8.07B
Calls
$1.95B
Puts
$1.8B
Net Calls
+$150M
Put/Call Ratio
0.92