Cerebras Q2 core revenue $209.9M up 103% YoY; cloud rev up 287%; FY26 outlook raised

Cerebras Systems Inc.

GAAP total revenue $180.1M (+74% YoY); core revenue $209.9M (+103% YoY).
Core gross margin 41% (up ~940 bps YoY); core operating margin -16% (improved ~2600 bps).
RPO $25.4B; data center capacity under contract >600 MW; manufacturing capacity to scale >10x in 2026.
Raised $6.4B gross IPO proceeds; closed $850M revolver; OpenAI GPT-5.6 Sol support at 750 tokens/sec.
Q3'26 core revenue guidance $214-216M; FY26 core revenue raised to $880-890M.

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