Cerebras reported GAAP revenue of $210.8 million for the quarter ended Sept. 30, 2026, up 55 percent from a year earlier, including $141.9 million from cloud and other services, and the same filing shows a GAAP net loss of $161.2 million. The company said remaining performance obligations were $26.1 billion, that 700 megawatts of data-center capacity are under contract for delivery by the end of 2027, and that it raised full-year 2026 core revenue, a non-GAAP measure, to $940 million to $960 million. It also said results beat its guidance, that Oracle Cloud Infrastructure will offer Cerebras inference in 2027, and that it signed a cloud deal with an unnamed top-three hyperscaler.
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