Cerebras Raises Full-Year Outlook as Cloud Revenue Jumps 265%

Cerebras Systems raised its full-year revenue forecast on November 12, 2026, after third-quarter GAAP revenue rose 55% year over year to a record $210.8 million. Cloud and other services revenue jumped 265% to $141.9 million, growth the company attributed to demand for high-speed AI inference, but its GAAP net loss widened to $161.2 million. Cerebras now targets $940 million to $960 million in full-year core revenue, up from the $880 million to $890 million range in its August 12, 2026...