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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 1,923
Funds Holding Change +125
Funds Holding Growth +7%
Value $103B
Holding in Top 10 142
Top 10 Change +43
Top 10 Growth +43%
Value Growth +29%
New 228
Increased 732
Reduced 768
Closed 83
Capital Inflow $6.75B
Capital Outflow $6.26B
Net Capital Flow +$484M
Capital Flow Change -$105M
Calls $2.45B
Puts $3.29B
Net Calls -$839M
Put/Call Ratio 1.34