Cerebras Q3 Revenue Hits $211M, Up 55% YoY, Raises Full-Year Outlook

Cointime update: Cerebras Systems reported third-quarter 2026 revenue of $210.8 million, up 55% year over year, with cloud and other services revenue reaching $141.9 million, a 265% increase. On a non-GAAP basis, core revenue was $230.9 million, up 70%, with a 41% core gross margin. The company guided full-year 2026 core revenue to $940 million–$960 million and Q4 core revenue to $310 million–$330 million, noting 700 megawatts of contracted data center capacity as of September 30.