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Big Tech's profits have shifted to chipmakers
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The AI buildout in one chart: Big Tech's profits have become chipmakers' profits. Approximate free cash flow, from 2022 to today: - Hyperscalers: $275B → $0 - Semiconductors: $50B → $400B More charts in State of Markets II: https://a16z.news/p/state-of-markets-ii https://x.com/a16z/status/21053307492390…
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