---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43098649.md"
description: "Two weeks ago, Liang said selling tokens would break even within the year. This week, US Big Cloud earnings reports also had similar versions ($Microsoft(MSFT.US) was very considerate to point out separately that excluding OpenAI, the growth rate is still huge), indirectly validating the value creation at the AI application level. So, after the large fluctuations in memory, with the financial and gross margin discipline of the entire industry remaining robust, the narrative will return to the inevitable, continuous track of value creation for AI as a whole."
datetime: "2026-07-31T00:44:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43098649.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43098649.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43098649.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# Two weeks ago, Liang said selling tokens would bre…


### Related Stocks

- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md)

## Comments (2)

- **跟顾神反着买 · 2026-07-31T01:05:28.000Z**: So steady, Brother Feng
- **羡慕李钟硕 · 2026-07-31T01:04:33.000Z**: Are China's cloud providers also in for something? 🤣