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
2,413
Funds Holding Change
-16
Funds Holding Growth
-0.7%
Value
$107B
Holding in Top 10
122
Top 10 Change
+29
Top 10 Growth
+31%
Value Growth
+16%
New
194
Increased
1,032
Reduced
924
Closed
161
Capital Inflow
$6.61B
Capital Outflow
$5.23B
Net Capital Flow
+$1.38B
Capital Flow Change
+$16.5M
Calls
$2.81B
Puts
$3.47B
Net Calls
-$670M
Put/Call Ratio
1.24