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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 1,526
Funds Holding Change -68
Funds Holding Growth -4%
Value $65.5B
Holding in Top 10 65
Top 10 Change -34
Top 10 Growth -34%
Value Growth -14%
New 113
Increased 566
Reduced 694
Closed 159
Capital Inflow $6.57B
Capital Outflow $7.11B
Net Capital Flow -$536M
Capital Flow Change -$2.35B
Calls $2.37B
Puts $2.57B
Net Calls -$194M
Put/Call Ratio 1.08