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
New
Closed
Net new
Funds Holding
3,097
Funds Holding Change
+288
Funds Holding Growth
+10%
Value
$158B
Holding in Top 10
83
Top 10 Change
+44
Top 10 Growth
+113%
Value Growth
+42%
New
470
Increased
981
Reduced
1,371
Closed
148
Capital Inflow
$18.7B
Capital Outflow
$19.4B
Net Capital Flow
-$630M
Capital Flow Change
-$17.7B
Calls
$7.75B
Puts
$8.77B
Net Calls
-$1.02B
Put/Call Ratio
1.13