Cerebras Systems reported Q3 2026 revenue of $210.8 million, a 55% year-over-year increase, with cloud and other services revenue surging 265% to $141.9 million. On a non-GAAP basis, core revenue reached $230.9 million, up 70% year over year, at a core gross margin of 41%. The company raised its full-year outlook, projecting 2026 core revenue between $940 million and $960 million, with Q4 core revenue expected at $310–$330 million. As of Sept. 30, Cerebras had contracted 700 megawatts of data center capacity and secured commercial partnerships with two new hyperscale cloud service providers.