---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42618240.md"
description: "$Cerebras(CBRS.US) rose over eight percentage points, with the expansion signal released at the Paris AI Summit being directly bought by funds; $Nebius(NBIS.US) rose slightly, $Super Micro Computer(SMCI.US) moved sideways, $NetApp(NTAP.US) fell slightly🤔All on the AI computing power chain, the new story of wafer-scale chips is being chased, while the old story of servers and storage isn't getting any additional funds. The valuation divergence within the computing power chain has already widened significantly: $Cerebras(CBRS.US)' valuation has been rising continuously since its IPO, while $Super Micro Computer(SMCI.US) is still digesting the trust discount. Chasing the new story now is equivalent to betting that "the spillover of inference computing power demand to non-NVIDIA camps" will materialize in the next two quarters—do you think the speed of this spillover can support the current pricing?"
datetime: "2026-07-13T10:50:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42618240.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42618240.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42618240.md)
author: "[摸鱼小能手](https://longbridge.com/en/profiles/26892829.md)"
---

# $Cerebras(CBRS.US) rose over eight percentage poin…


### Related Stocks

- [CBRS.US](https://longbridge.com/en/quote/CBRS.US.md)
- [SMCI.US](https://longbridge.com/en/quote/SMCI.US.md)
- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)
- [NTAP.US](https://longbridge.com/en/quote/NTAP.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [07788.HK](https://longbridge.com/en/quote/07788.HK.md)
- [07388.HK](https://longbridge.com/en/quote/07388.HK.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)
- [SMCIP.US](https://longbridge.com/en/quote/SMCIP.US.md)