#CerebrasQ3CloudUp272%

About CerebrasQ3CloudUp272%

Cerebras reported Q3 2026 core revenue of $231M, up 70% YoY. Cloud revenue rose 272% to $145M, while hardware revenue fell ~11%. Remaining performance obligations reached $26.1B, but data center construction delays affected some compute deliveries to OpenAI. Full-year core revenue guidance was raised to $940M-$960M. Cloud growth remains strong, but delivering contracted capacity on schedule and converting commitments into revenue will be key to future performance.