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
1,432
Funds Holding Change
-44
Funds Holding Growth
-3%
Value
$60.5B
Holding in Top 10
32
Top 10 Change
-20
Top 10 Growth
-38%
Value Growth
-6%
New
86
Increased
552
Reduced
640
Closed
117
Capital Inflow
$4.01B
Capital Outflow
$4.27B
Net Capital Flow
-$260M
Capital Flow Change
-$542M
Calls
$1.78B
Puts
$1.39B
Net Calls
+$392M
Put/Call Ratio
0.78