Wafer-scale AI computing gains another cloud customerReuters
Cerebras adds Microsoft as a customer and raises its 2026 forecast
Cerebras raised its adjusted 2026 revenue forecast to $940 million–$960 million and disclosed a cloud agreement with Microsoft, sending its shares higher after hours.
By TomorrowNews · AI-assisted briefing · Briefing published 13 November 2026
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The AI-chip company said third-quarter adjusted sales rose 70% to $230.9 million, while cloud and services revenue more than tripled to $144.9 million. It also posted an adjusted quarterly profit.
Cerebras is expanding around its wafer-scale processors and an OpenAI computing agreement, although management said data-centre capacity still limits a broader rollout of some services. Details of the Microsoft deal are expected next year.
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