Cerebras Q3: cloud revenue up 272%, 700MW data center capacity under contract
Sethwinterroth · x · 2026-11-13
Cerebras reported record Q3 2026 results and raised full-year guidance:
- Cloud revenue surged: GAAP cloud revenue up 265% YoY; core cloud revenue up 272%.
- Capacity: 700 MW of data center capacity now under contract, plus commercial wins with 2 new hyperscalers.
- Day-zero launch partner for Moonshot's Kimi K3.1, running at up to 2,000 tps.
- Q4 guidance and full-year outlook raised across the board.
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