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Cerebras Systems — Third Quarter 2026 Earnings Summary

Cerebras Systems reported record third-quarter 2026 GAAP revenue of $210.8 million, representing a 55% year-over-year increase, while core non-GAAP revenue reached $230.9 million, up 70%. The company secured 700 megawatts of data center capacity under contract and announced new commercial wins with two hyperscalers, including an integration with Oracle Cloud Infrastructure. Looking ahead, Cerebras raised its full-year 2026 core revenue outlook to a range of $940 to $960 million and projects tripling revenue in 2027.

Company
CEREBRAS SYSTEMS INC
Sector
Technology
Industry
Semiconductors