Cerebras Systems Fast Inference Cloud Business Nearly Quadruples in Second Quarter 2026
Cerebras reported Q2 core revenue of $209.9 million, up 103% year-over-year, driven by a cloud business that nearly quadrupled. GAAP revenue reached $180.1 million, up 74% from the prior year. The company raised its full-year 2026 core revenue outlook to $880-$890 million and reported $25.4 billion in remaining performance obligations as of June 30.
Key figures
- Revenue
- 180100000
- Guidance
- FY26 Core revenue $880M-$890M (raised); Q3 Core revenue $214M-$216M
- Revenue Yoy
- 74%
- Rpo
- 25400000000
- Core revenue
- 209900000
- Core revenue yoy
- 103%
- Cash and investments
- 8600000000
- Data center capacity mw
- 600
AI analysis
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