AI companies are starting to show their report cards! The market is no longer listening to stories; investors only care about real money!

In the past, a company's stock might get a boost simply because it announced an AI product. Today, investors' attitudes are changing.
AI can be very smart, but companies must prove it can make money.
As AI commercialization enters the payoff phase, the market is starting to focus on several key metrics: How much is AI business revenue growing? Are customers willing to pay over the long term? What are product gross margins? Can revenue cover computing costs?
This means the AI industry is undergoing an important round of selection.
Companies with technology, customers, and business models may gradually build competitive advantages; projects with only concepts and no sources of revenue may face valuation pressure.
Enterprise AI services in particular, if they can genuinely help companies reduce operating costs and improve efficiency, have the opportunity to move from trial use to long-term subscriptions.
Ultimately, what the capital markets like most is not AI that can talk, but AI that can make money.
The upcoming earnings season may be even more exciting than product launches!$MU

‌#AI商业化进入兑现期