Robert Komin
CFO of Cerebras Systems
“Core revenue was $209.9 million, up 103% year-over-year. Our private cloud business is growing at an extraordinary pace. Core cloud and other services revenue was $127.7 million, up 287% year-over-year.”
“For the full year 2026, we're raising core revenue to the range of $880 million to $890 million.”
Robert Komin
One-line summary: Cerebras CFO; Q2 FY2026 first-party numbers on the wafer-scale inference chain (core rev, cloud, FY26 raise).
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On inference-demand-to-wafer-scale-advantage, cerebras:
"Core revenue was $209.9 million, up 103% year-over-year. Our private cloud business is growing at an extraordinary pace. Core cloud and other services revenue was $127.7 million, up 287% year-over-year." — 2026-08-12-earnings-cbrs-q2-fy2026 (2026-08-12)
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On inference-demand-to-wafer-scale-advantage, cerebras:
"For the full year 2026, we're raising core revenue to the range of $880 million to $890 million." — 2026-08-12-earnings-cbrs-q2-fy2026 (2026-08-12)
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