Cerebras Cloud and Inference
Cloud and other services revenue was $126.0 million in Q2 2026; the full-year 2025 total was $151.6 million.
The numbers
What it is
Cerebras Cloud sells compute on a consumption basis, and Cerebras Inference is its hosted service for running AI models at high speed. Customers pay for usage rather than buying hardware up front. The cloud line is the company's main recurring revenue.
Why it matters to the stock. This is the recurring side of the business. The company's revenue plan for 2027 depends on this capacity being rented out fast enough to earn back the data-center spending.
News
General Compute signs multi-year deal for Cerebras ultra-fast inference
Neocloud General Compute signed a multi-year agreement to deploy Cerebras inference at scale, starting with agentic coding.
Gimlet Labs adds Cerebras to its Gimlet Cloud inference
Gimlet Labs will offer Cerebras-powered inference through Gimlet Cloud, with speeds of up to 3,000 tokens per second claimed in the release.
Cerebras powers OpenAI Ultrafast mode for GPT-5.6 Sol
Cerebras said it powers an Ultrafast service tier for OpenAI's GPT-5.6 Sol model, which is in limited preview for OpenAI customers.
Cerebras Q2 2026 revenue $180.1 million, net loss $2.98 per share; core guidance raised
Cerebras reported second-quarter 2026 GAAP revenue of $180.1 million, up 74% from a year earlier, and a net loss of $2.98 per share.
Lovable signs for dedicated Cerebras inference capacity
AI app builder Lovable will run selected latency-sensitive workloads on dedicated Cerebras capacity, and the two companies will explore new product experiences that faster inference enables.
AMD and Cerebras announce disaggregated inference solution
AMD and Cerebras will pair AMD Helios systems with the Cerebras Wafer-Scale Engine in one disaggregated inference workflow.
Cerebras plans 200 MW of European AI compute by end of 2027
At the RAISE Summit in Paris, Cerebras said its first European data-center capacity will come online by the end of 2026, with build-out in France and the Nordic countries.
Cerebras first public quarter: revenue up 94% to $193.4 million, 2026 core revenue guidance $855-865 million
Cerebras reported its first results as a public company for the quarter ended March 31, 2026.
Digi Power X signs 40 MW Alabama colocation deal with Cerebras, about $1.1 billion
Digi Power X agreed to provide about 40 MW of AI data-center capacity in Columbiana, Alabama, to Cerebras under a 10-year colocation agreement.
AWS to offer Cerebras CS-3 inference on Amazon Bedrock
Amazon Web Services and Cerebras announced a collaboration to run disaggregated AI inference on Amazon Bedrock.