IT之家 · 智能时代T2·Infra
78 pts
Cerebras announced at its Q3 2026 earnings call that it has signed Microsoft as its third hyperscaler customer after AWS and Oracle. Quarterly core revenue reached about $230M with cloud services up 272% year over year, while remaining performance obligations hit $26.1B as of September 30 and 700MW of data center capacity is secured for 2027 delivery.