Cerebras Signs Microsoft as Third Hyperscaler Customer
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.
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IT之家 November 13 news: Wafer-scale AI chip company Cerebras announced yesterday at its 2026Q3 earnings call that it has successfully signed an agreement with Microsoft, gaining its third hyperscale cloud customer after AWS and Oracle.
The company achieved approximately $230 million in core total revenue in 2026Q3, up 20% year-over-year; of that, cloud services and others accounted for $145 million, up 272% year-over-year. As of September 30, 2026, the company's remaining performance obligations stood at $26.1 billion.
Cerebras expects its full-year 2026 core revenue to be $940 million to $960 million, core gross margin of 42% to 44%, and core operating margin of 8% to 10%. It has secured 700MW of data center capacity for delivery by 2027 and is increasing production capacity through multiple partnerships.