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
1,593
Funds Holding Change
-22
Funds Holding Growth
-1%
Value
$81.8B
Holding in Top 10
94
Top 10 Change
-23
Top 10 Growth
-20%
Value Growth
-9%
New
113
Increased
631
Reduced
684
Closed
117
Capital Inflow
$6.84B
Capital Outflow
$6.97B
Net Capital Flow
-$124M
Capital Flow Change
+$720M
Calls
$2.77B
Puts
$2.46B
Net Calls
+$306M
Put/Call Ratio
0.89