DevelopingHardware
Cerebras Q3 core revenue hits $230.9M, up 70%; backlog $26.1B
Cerebras reported Q3 on Nov. 12: GAAP revenue $210.8M (up 55%), core revenue $230.9M (up 70%), remaining performance obligations $26.1B. It guides Q4 core revenue to about $310M-$330M and 2026 to $940M-$960M. It says it won two new hyperscalers, and Oracle will offer Cerebras in OCI in 2027.
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Primary source
Cerebras (SEC 8-K)sec.gov/Archives/edgar/data/0002021728/000162828026073366/cbrsannouncesfinancialresu.htmCoverage · 2 articles, oldest first
Thursday, November 12, 2026