Cerebras Q3 revenue hits $231M with 700MW of data center capacity contracted
BenBajarin · x · 2026-11-13
Cerebras posted record Q3 core revenue of $231M (+70% YoY), beat guidance for a third straight quarter, raised 2026 guidance to $940–960M, and reiterated it expects revenue to triple in 2027. Microsoft became its third hyperscaler customer after AWS and Oracle. 700 gross MW of data center capacity is contracted for delivery by end-2027—the go-live timing determines its cloud inference capacity.
Related event: Cerebras Q3 Revenue Hits $231M, Cloud Soars 272%(2 posts)→
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