CS-3 systems
Shipping; hardware is the larger share of revenue but was $54.1 million in Q2 2026.
The numbers
What it is
The CS-3 is Cerebras's current AI system. It houses the Wafer-Scale Engine and is sold to data-center operators, AI labs and national programs, usually in multi-unit orders.
Why it matters to the stock. This is the core product line. Hardware made up about 70% of 2025 revenue, and its quarterly size drives swings in reported revenue.
News
Cerebras unveils CS-4 with three wafers per rack at SUPERNOVA event
Cerebras unveiled the CS-4 at its SUPERNOVA event, a rack with three WSE-3 Turbo wafers and 750 petaflops of sparse FP16 compute.
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.
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.
Cerebras files public S-1: 2025 revenue $510.0 million, net income $237.8 million
Cerebras publicly filed its registration statement for a Nasdaq listing under the ticker CBRS.
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.