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
1,548
Funds Holding Change
+42
Funds Holding Growth
+3%
Value
$80.5B
Holding in Top 10
93
Top 10 Change
+25
Top 10 Growth
+37%
Value Growth
+22%
New
155
Increased
476
Reduced
740
Closed
103
Capital Inflow
$4.7B
Capital Outflow
$8.02B
Net Capital Flow
-$3.32B
Capital Flow Change
-$3.24B
Calls
$1.97B
Puts
$1.82B
Net Calls
+$153M
Put/Call Ratio
0.92