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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 2,440
Funds Holding Change -61
Funds Holding Growth -2%
Value $106B
Holding in Top 10 135
Top 10 Change -10
Top 10 Growth -7%
Value Growth -18%
New 136
Increased 1,231
Reduced 778
Closed 158
Capital Inflow $6.09B
Capital Outflow $7.01B
Net Capital Flow -$923M
Capital Flow Change -$700M
Calls $3.72B
Puts $3.79B
Net Calls -$72.9M
Put/Call Ratio 1.02