daomintam

$BTW Circle minted 1.5 billion USDC on Solana in the past 24 hours across 6 transactions of 250 million USDC each.
$BULLA
The total amount of USDC minted by Circle on Solana since the beginning of 2026 has reached 110.51 billion USDC. $CYS

$CASH Creator Program is live on Binance Square. Have 7+ followers? Share an original post and earn BNCB. Most approved posts get 1 BNCB. No deposit. No fee.

Join: bcash.one
SR-1ED0D9E8113397D0D00E0106

For every $100 in AI model company revenue, about $35 to $40 flows directly into the pockets of the three major cloud players—AWS, Azure, and GCP—as inference costs.

The latest Barclays report makes that quite clear. Cloud providers retain about $10 to $20 in operating profit, equivalent to a 35–45% margin. Meanwhile, the paid inference segment of the AI labs has surged from low double digits in 2025 to 50–65% or higher in 2026; adjusted gross margin has increased by 30 to 50 percentage points versus the same period. $NVDA.US
It sounds like the labs are making a killing. In reality, most of the money still has to be paid to compute providers. Barclays also expects this high margin to gradually decline as competition among models increases and compute supply loosens. $TRIA

Anyone building models still has to pay for the infrastructure. Those who own the cloud sit more steadily collecting revenue.$CYS

@RealGoOfficial x @BinanceWallet

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