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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 2,429
Funds Holding Change +50
Funds Holding Growth +2%
Value $92B
Holding in Top 10 93
Top 10 Change -21
Top 10 Growth -18%
Value Growth -2%
New 262
Increased 911
Reduced 1,008
Closed 163
Capital Inflow $6.35B
Capital Outflow $4.99B
Net Capital Flow +$1.36B
Capital Flow Change +$1.2B
Calls $2.97B
Puts $3.3B
Net Calls -$328M
Put/Call Ratio 1.11