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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 1,548
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