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SemiAnalysis@SemiAnalysis_ · Oct 10, 2026 · Stacked bar chart

Nvidia Balance Sheet

SemiAnalysis's stacked bar chart drew 112.5K views on X: 2.2x its typical post and #11 of 33 SemiAnalysis charts we track by views. Read Oct 12, 2026.

Nvidia, in its most recent 10Q, disclosed $530B of gross off-balance sheet guarantees across six different line items, a jump from $184B of obligations disclosed in the prior quarter. The main drivers were increases in Supply Commitments -

Posted on X by @SemiAnalysis_ (SemiAnalysis), Oct 10, 2026. Source: x.com · See its data

Why it spread

It spread because an independent author posted a stacked-bar chart on Nvidia balance sheet assets versus on and off balance sheet liabilities, showing 530B dollars of gross off-balance sheet guarantees across six line items against 184B dollars in the prior quarter, and it drew 100,878 views, 385 likes, 36 reposts, 18 quotes and 189 saves, with a quote rate in the top quarter and source reach in the top quarter.

What worked

  • The post leads with a concrete disclosure figure of 530B dollars and a prior-quarter comparison of 184B dollars, which gives readers a clear sense of scale and change.
  • The chart is a stacked bar that separates balance sheet assets from on and off balance sheet liabilities, so the six line items and the overall guarantee total can be read in one view.
  • The account is an independent author in the ai-infra category, and the post earned a quote rate in the top quarter, which suggests the framing invited discussion rather than passive scrolling.

What to borrow

We could use the same stacked-bar form to show our own totals against their components, pairing a headline figure with a prior-period figure so the change is visible without extra text.

Careful

Do not copy the specific dollar amounts or treat the quote rate and source reach as proof of accuracy, and do not assume the six line items or the prior-quarter figure mean the same thing for our own data.

Written by our analysis model from the measured numbers above, not by SemiAnalysis.

Make it yours

Your numbers, in this stacked bar chart.

Starts from the real numbers of "Nvidia Balance Sheet: Assets vs On- and Off-Balance-Sheet Liabilities" by SemiAnalysis. Replace every number with yours before you post. Make one like this, step by step

Free pictures carry a small "Made with ViralChart" line. That line is how other people find us.

API · Max

Use this chart via API

On the Max plan you can pull this chart's numbers with the provenance of each one, as JSON or CSV, with its redraw spec, or call it from an agent over MCP. Chart id 6456b6584107.

Approximate values. Our two readings of this chart agreed only in part (confidence 0.43 of 1), so check the original before you quote a number. The API marks it lowConfidence, and ?min_confidence=0.5 leaves it out.

PathReturnsPlan
GET/api/v1/charts/6456b6584107Title, publisher, date, form, point count; with a Max key, the data linkOpen
GET/api/v1/charts/6456b6584107/dataEvery point with its provenance and confidence, plus the redraw spec. Add ?format=csv for CSVMax
GET/api/v1/charts/6456b6584107/render?view=1The draw-only view this page usesOpen
POST/mcpTool get_chart_data with this id, for Claude, Cursor and other agentsMax
curlMax
curl -s https://viral-chart.com/api/v1/charts/6456b6584107/data \
  -H "Authorization: Bearer $VIRALCHART_KEY"
Claude CodeMax
claude mcp add --transport http viralchart https://viral-chart.com/mcp \
  --header "Authorization: Bearer $VIRALCHART_KEY"

60 requests a minute per key; over that you get 429 with Retry-After. Up to 5 keys per account, made on your account page and shown once. Without Max, the data route answers 402 with a link to the plans. The numbers describe a chart its publisher owns, and every file carries a license note.

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Questions people ask

How far did SemiAnalysis's "Nvidia Balance Sheet" chart travel?

112,493 views, 407 likes, 39 reposts and 196 saves on X, read Oct 12, 2026. A normal post from @SemiAnalysis_ gets about 52.2K views.

What kind of chart is it?

A stacked bar chart. Nvidia balance sheet assets versus on and off balance sheet liabilities.

Can I use SemiAnalysis's chart?

Use the format, not the picture. The chart, logo and design belong to SemiAnalysis. ViralChart redraws the chart type with your numbers and words, and credits the original publisher.