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  2. Hyperscaler FCF Has Become Semiconductor FCF
a16zLine chart · 40 points · a16z

Hyperscaler FCF Has Become Semiconductor FCF

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Estimated from the image 62%All chart data
Chart by a16z. Source: x.com

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A simplified redraw: it shows the numbers in our own look, not the look of the original. One accent marks what the chart is about. Values marked with ~ in the table are estimates.

The numbers

First 10 of 40 points are free
GroupSeriesxValue (billions)SourceConf.
2007Semiconductor companies2007~25Estimate0.80
2007Hyperscalers2007~25Estimate0.80
2008Semiconductor companies2008~25Estimate0.30
2008Hyperscalers2008~45Estimate0.80
2009Semiconductor companies2009~25Estimate0.80
2009Hyperscalers2009~40Estimate0.80
2010Semiconductor companies2010~25Estimate0.80
2010Hyperscalers2010~45Estimate0.80
2011Semiconductor companies2011~25Estimate0.80
2011Hyperscalers2011~50Estimate0.80

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2012Semiconductor companies2012~25Estimate0.80
2012Hyperscalers2012~55Estimate0.80
2013Semiconductor companies2013~25Estimate0.80
2013Hyperscalers2013~60Estimate0.80
2014Semiconductor companies2014~25Estimate0.80
2014Hyperscalers2014~55Estimate0.80
2015Semiconductor companies2015~25Estimate0.80
2015Hyperscalers2015~60Estimate0.80
2016Semiconductor companies2016~30Estimate0.80
2016Hyperscalers2016~75Estimate0.30
2017Semiconductor companies2017~35Estimate0.80
2017Hyperscalers2017~100Estimate0.80
2018Semiconductor companies2018~40Estimate0.30
2018Hyperscalers2018~125Estimate0.30
2019Semiconductor companies2019~35Estimate0.30
2019Hyperscalers2019~150Estimate0.30
2020Semiconductor companies2020~40Estimate0.80
2020Hyperscalers2020~200Estimate0.30
2021Semiconductor companies2021~45Estimate0.80
2021Hyperscalers2021~225Estimate0.30
2022Semiconductor companies2022~50Estimate0.30
2022Hyperscalers2022~200Estimate0.30
2023Semiconductor companies2023~60Estimate0.30
2023Hyperscalers2023~250Estimate0.30
2024Semiconductor companies2024~100Estimate0.30
2024Hyperscalers2024~200Estimate0.80
2025Semiconductor companies2025~200Estimate0.30
2025Hyperscalers2025~100Estimate0.80
2026Semiconductor companies2026~400Estimate0.80
2026Hyperscalers2026~22.5Estimate0.65
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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 ed58e320b281.

PathReturnsPlan
GET/api/v1/charts/ed58e320b281Title, publisher, date, form, point count; with a Max key, the data linkOpen
GET/api/v1/charts/ed58e320b281/dataEvery point with its provenance and confidence, plus the redraw spec. Add ?format=csv for CSVMax
GET/api/v1/charts/ed58e320b281/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/ed58e320b281/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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They are estimated from the image by two independent passes, with confidence 0.62 on a 0 to 1 scale. Printed numbers read well; values read off an axis can be a few percent off.

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The numbers describe a chart that a16z published. The image, layout and styling belong to them. Use the numbers with a credit to the publisher, and make your picture from your own data.

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The JSON, CSV and agent skill file are under the email gate on this page. In this prototype they are static files at /api/charts/ed58e320b281.json and /api/charts/ed58e320b281.skill.md.