Cerebras' core revenue in the second quarter doubled year-on-year to $210 million.

On August 12 local time, Cerebras Systems announced its Q2 2026 performance. The company's core revenue grew by 103% year-on-year to $209.9 million, with core cloud and other services revenue increasing by 287% year-on-year to $127.7 million; GAAP total revenue rose by 74% year-on-year to $180.1 million. The company stated that as of the end of June, it had signed data center capacity exceeding 600 megawatts, with manufacturing capacity expected to expand more than tenfold by 2026, and it raised its full-year core revenue forecast to between $880 million and $890 million. Cerebras also stated that it had supported OpenAI GPT-5.6 Sol running at 750 tokens per second and expanded its collaboration with AMD and AWS in inference business.