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Q2 earnings changed the AI narrative.

Demand didn't slow. Token volumes grew 20x in 2026.

What changed is what investors pay for. Semiconductors weight fell from 18.8% to 14.8% as market broadened.

Binance investors moved the same.

Read more 👇
https://www.binance.com/en/research/analysis/beyond-the-ai-boom-who-is-turning-spend-into-growth/
Binance Beyond the AI Boom: Who Is Turning Spend Into Growth How Q2 2026 earnings repriced the AI trade around evidence of conversion, and what Binance equity flows reveal about the rotation now underway
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