Cerebras Systems Inc. reported results for the quarter ended 2026 with revenue of $180.11M, up 74.3% from $103.32M a year earlier, while net loss widened to ($450.53M) and diluted loss per share was ($2.98). The quarter included continued ramping of cloud consumption and investments to scale Dedicated Capacity and inference services following the company’s recent IPO and strategic partnerships. Revenue growth was driven by strong cloud consumption and ramps in Dedicated Capacity and On‑Demand inference offerings. Cloud and services now represent roughly 70% of quarterly revenue, reflecting a channel shift toward hosted inference. The company completed its IPO in May 2026 and launched strategic collaborations with OpenAI and AWS to expand deployment and market reach. It is investing heavily in cloud capacity, data center leases and system deployments to support near-term demand for inference services. Continued R&D on wafer‑scale processors supports improved inference performance and broader customer use cases.