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
1,611
Funds Holding Change
+14
Funds Holding Growth
+0.9%
Value
$106B
Holding in Top 10
208
Top 10 Change
-21
Top 10 Growth
-9%
Value Growth
-0.1%
New
88
Increased
691
Reduced
678
Closed
65
Capital Inflow
$7.42B
Capital Outflow
$7.46B
Net Capital Flow
-$36.2M
Capital Flow Change
+$382M
Calls
$1.55B
Puts
$1.81B
Net Calls
-$261M
Put/Call Ratio
1.17