Cerebras just announced its Q3 2026 results: revenue hit a new record, and it raised its full-year guidance.
The official figures are: GAAP revenue of $210.8 million, up 55% year over year; cloud revenue of $141.9 million, up 265%. Its more frequently cited core revenue (non-GAAP) was $230.9 million, up 70% year over year, and its full-year core revenue outlook was raised to $940 million–$960 million.
It also said it has signed agreements for 700 megawatts of data center capacity and won two new hyperscale cloud customers. Oracle Cloud plans to connect to its inference services in 2027. GAAP results are still in the red, but guidance has been raised.
#AI
The official figures are: GAAP revenue of $210.8 million, up 55% year over year; cloud revenue of $141.9 million, up 265%. Its more frequently cited core revenue (non-GAAP) was $230.9 million, up 70% year over year, and its full-year core revenue outlook was raised to $940 million–$960 million.
It also said it has signed agreements for 700 megawatts of data center capacity and won two new hyperscale cloud customers. Oracle Cloud plans to connect to its inference services in 2027. GAAP results are still in the red, but guidance has been raised.
#AI
