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
1,540
Funds Holding Change
+78
Funds Holding Growth
+5%
Value
$82.9B
Holding in Top 10
123
Top 10 Change
+58
Top 10 Growth
+89%
Value Growth
+30%
New
168
Increased
572
Reduced
655
Closed
75
Capital Inflow
$6.5B
Capital Outflow
$4.66B
Net Capital Flow
+$1.84B
Capital Flow Change
+$1.06B
Calls
$2.33B
Puts
$1.85B
Net Calls
+$477M
Put/Call Ratio
0.79