{"id":753226,"date":"2026-11-13T18:15:29","date_gmt":"2026-11-13T15:15:29","guid":{"rendered":"https:\/\/buradabiliyorum.com\/en\/cerebras-raises-its-2026-forecast-and-signs-microsoft-as-a-cloud-customer\/"},"modified":"2026-11-13T18:15:29","modified_gmt":"2026-11-13T15:15:29","slug":"cerebras-raises-its-2026-forecast-and-signs-microsoft-as-a-cloud-customer","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/cerebras-raises-its-2026-forecast-and-signs-microsoft-as-a-cloud-customer\/","title":{"rendered":"Cerebras raises its 2026 forecast and signs Microsoft as a cloud customer"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_89 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6af72f531e841\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #dd3333;color:#dd3333\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #dd3333;color:#dd3333\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6af72f531e841\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/buradabiliyorum.com\/en\/cerebras-raises-its-2026-forecast-and-signs-microsoft-as-a-cloud-customer\/#A_revenue_beat_and_a_wider_loss\" >A revenue beat and a wider loss<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/buradabiliyorum.com\/en\/cerebras-raises-its-2026-forecast-and-signs-microsoft-as-a-cloud-customer\/#OpenAI_and_the_capacity_problem\" >OpenAI and the capacity problem<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/buradabiliyorum.com\/en\/cerebras-raises-its-2026-forecast-and-signs-microsoft-as-a-cloud-customer\/#Chasing_Nvidia\" >Chasing Nvidia<\/a><\/li><\/ul><\/nav><\/div>\n<p><img decoding=\"async\" src=\"https:\/\/media.thenextweb.com\/2026\/11\/cerebras-logo-glass-office-door.avif\" \/><\/p>\n<div id=\"article-main-content\">\n<p>Cerebras shares rose about 17% in after-hours trading on Thursday. The AI chipmaker posted <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/investors.cerebras.ai\/news-releases\/news-release-details\/cerebras-systems-delivers-record-revenue-third-quarter-2026\" target=\"_blank\" rel=\"nofollow noopener\">third-quarter results<\/a> that beat analysts\u2019 estimates, lifted its outlook for the year and added a new cloud customer.<\/p>\n<p>The company now expects core revenue of $940m to $960m this year, <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.reuters.com\/business\/cerebras-raises-annual-sales-forecast-strong-ai-linked-demand-2026-11-12\/\" target=\"_blank\" rel=\"nofollow noopener\">Reuters reported<\/a>. In August it had forecast $880m to $890m. Core revenue is Cerebras\u2019 adjusted measure. It s<a href=\"https:\/\/buradabiliyorum.com\/en\/category\/trip-and-travel\/\" data-internallinksmanager029f6b8e52c=\"10\" title=\"Trip &amp; Travel\" target=\"_blank\" rel=\"noopener\">trip<\/a>s out stock-based pay and some data centre costs. It also adds back the value of share warrants given to customers.<\/p>\n<p>The results statement named the new customer only as \u201ca top three hyperscaler\u201d, with details due next year. Chief executive Andrew Feldman told <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.cnbc.com\/2026\/11\/12\/cerebras-systems-cbrs-q3-earnings-report-2026.html\" target=\"_blank\" rel=\"nofollow noopener\">CNBC\u2019s Jordan Novet<\/a> that it is Microsoft, which signed in October. He expects revenue from the deal to start arriving in the first quarter of 2027.<\/p>\n<p>Cerebras already works with Amazon and with Oracle, which plans to offer Cerebras inference in Oracle\u2019s cloud from 2027.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"A_revenue_beat_and_a_wider_loss\"><\/span>A revenue beat and a wider loss<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Core revenue rose 70% to $230.9m in the three months to 30 September. Analysts had expected $214.7m, according to LSEG data cited by CNBC. Revenue under standard accounting rules (GAAP) rose 55% to $210.8m.<\/p>\n<p>Cloud is now most of the business. Cloud and services revenue jumped 265% to $141.9m. Hardware sales fell to $68.9m, from $96.8m a year earlier.<\/p>\n<p>On its adjusted measure, Cerebras made a profit of $29.8m. Analysts had expected a loss of $38.4m, Reuters reported. Under GAAP, the net loss widened to $161.2m from $22.2m a year earlier. Stock-based pay of $155.1m caused most of the gap.<\/p>\n<blockquote>\n<p>\u201cThat progress energizes us to do even more as we push the limits of innovation and expect to triple revenue in 2027,\u201d Feldman said in the results statement.<\/p>\n<\/blockquote>\n<p>For the fourth quarter, Cerebras forecast core revenue of $310m to $330m. Analysts had expected $271m. Tripling revenue in 2027 would mean about $2.85bn, CNBC calculated. That is slightly below the $2.92bn analysts had forecast.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"OpenAI_and_the_capacity_problem\"><\/span>OpenAI and the capacity problem<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Much of the growth rests on OpenAI. Its compute deal underpins Cerebras\u2019 $26.1bn in remaining performance obligations, the contracted revenue it has not yet booked, Reuters reported.<\/p>\n<p>Feldman told analysts that OpenAI\u2019s business with Cerebras grew from the second quarter. But Cerebras did not have the capacity for a broad rollout of OpenAI\u2019s Ultrafast tier, he said.<\/p>\n<p>Capacity is where the money is going. Cerebras has 700 megawatts of data centre capacity contracted for delivery by the end of 2027. That includes new sites in Norway and Finland. In the first nine months it used $388.9m in its operations and spent $1.05bn on property and equipment. It ended September with $7.8bn in cash and short-term investments.<\/p>\n<p>Feldman told CNBC the company is weighing its financing options to keep up with demand. On the call, he said data centre availability limits the whole industry. US policy changes could make building harder, he added.<\/p>\n<blockquote>\n<p>\u201cAs we look to the months ahead, we see two certainties: rapid change and compute shortages,\u201d Feldman told analysts, according to Reuters.<\/p>\n<\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"Chasing_Nvidia\"><\/span>Chasing Nvidia<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The results came on the same day Jensen Huang resigned as Nvidia\u2019s CEO. Feldman told CNBC that long lead times and rising costs for graphics processors create an opening for Cerebras\u2019 own hardware.<\/p>\n<p>Even after Thursday\u2019s jump, the stock remains far below the price of its May stock market debut. It had lost about 47% of its value since listing.<\/p>\n<p>Cerebras launched the CS-4 system in August and expects to ship the CS-5 in early summer 2027. Its Wafer Scale Engine 5 processor, the chip inside the CS-5, is already in system testing, the company said.<\/p>\n<\/p><\/div>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMN63nwsw68G3Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more like this article, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/buradabiliyorum.com\/en\/category\/technology\/\" target=\"_blank\" >Technology category.<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"https:\/\/thenextweb.com\/news\/cerebras-microsoft-deal-q3-2026-forecast\" target=\"_blank\" >Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Cerebras shares rose about 17% in after-hours trading on Thursday. The AI chipmaker posted third-quarter results that beat analysts\u2019 estimates, lifted its outlook for the year and added a new cloud customer. The company now expects core revenue of $940m to $960m this year, Reuters reported. In August it had forecast $880m to $890m. Core&#8230;<\/p>\n","protected":false},"author":1,"featured_media":753227,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/media.thenextweb.com\/2026\/11\/cerebras-logo-glass-office-door.jpg","fifu_image_alt":"","footnotes":""},"categories":[18],"tags":[],"class_list":["post-753226","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/753226","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=753226"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/753226\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/753227"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=753226"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=753226"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=753226"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}