Cerebras第三季总收入2.108亿美元创新高增55%：核心收入2.309亿美元、签约数据中心容量700兆瓦，11月12日发布
超级智能（SI）基础设施公司Cerebras Systems于2026年11月12日在加利福尼亚州森尼韦尔经GlobeNewswire发布截至2026年9月30日的第三季业绩。按美国通用会计准则，第三季总收入为2.108亿美元，同比增55%，创纪录新高，其中云与其它服务收入为1.419亿美元，同比增265%。按公司定义的核心口径，总收入为2.309亿美元，同比增70%，核心云收入为1.449亿美元，同比增272%。通用会计准则毛利率为20%，核心毛利率为41%。截至9月30日，剩余履约义务为261亿美元，公司流动性为78亿美元现金及等价物、受限现金与短期投资，另有8.5亿美元债务额度。
公司同时上调全年展望。第四季核心收入指引约为3.10亿至3.30亿美元，核心毛利率指引为47%至49%。全年核心收入指引为9.40亿至9.60亿美元，核心毛利率指引为42%至44%。公司称，已签约的数据中心容量达700总兆瓦、定于2027年底前交付，并在挪威与芬兰新签了增量容量合同。客户方面，甲骨文正把Cerebras的快速推理整合进Oracle Cloud Infrastructure，定于2027年可用，公司同日还宣布与一家前三大超大规模云厂商达成云合作，细节将于明年公布。
联合创始人兼首席执行官Andrew Feldman表示，公司技术仍是速度方面无可争议的领先者，并称预计2027年收入将增至三倍。首席财务官Bob Komin表示，公司已连续第三个季度全面超出指引，高速超级智能（SI）推理的商机管线在本季增长超过10倍。公司定于11月12日下午2时太平洋时间举行电话会。本条只报道公司公布的业绩与指引，不构成投资建议。
Cerebras Third-Quarter Revenue Hits a Record 210.8 Million Dollars, Up 55 Percent: Core Revenue of 230.9 Million Dollars and 700 Megawatts of Contracted Data Center Capacity, Released November 12
Cerebras Systems, the AI infrastructure company listed on Nasdaq as CBRS, announced on November 12, 2026, in Sunnyvale, California, in a GlobeNewswire release, financial results for the third quarter ended September 30, 2026. GAAP total revenue was a record 210.8 million dollars, up 55 percent year over year, with GAAP cloud and other services revenue of 141.9 million dollars, up 265 percent. Core total revenue, on the company's non-GAAP definition, was 230.9 million dollars, up 70 percent, with core cloud revenue of 144.9 million dollars, up 272 percent. The GAAP gross margin was 20 percent and the core gross margin was 41 percent. Remaining performance obligations were 26.1 billion dollars at September 30, 2026, and liquidity stood at 7.8 billion dollars in cash, cash equivalents, restricted cash and short-term investments, plus 850 million dollars of debt capacity.
The company also raised its outlook. Fourth-quarter core revenue is guided at approximately 310 to 330 million dollars with a core gross margin of 47 to 49 percent, and full-year core revenue is guided at 940 to 960 million dollars with a core gross margin of 42 to 44 percent. Cerebras said it has secured 700 gross megawatts of data center capacity for delivery by the end of 2027, and signed contracts for additional capacity in Norway and Finland. Oracle is integrating Cerebras fast inference into Oracle Cloud Infrastructure, to be available in 2027, and the company announced a cloud deal with a top three hyperscaler, with more to be shared next year.
Co-founder and chief executive Andrew Feldman said the company's technology remains the undisputed champion of speed and that it expects to triple revenue in 2027. Chief financial officer Bob Komin said the company exceeded guidance across the board for the third quarter in a row and that its pipeline for high-speed AI inference increased by more than 10 times in the quarter. The earnings call was scheduled for November 12, 2026, at 2 p.m. Pacific Time. This item reports only the published results and guidance and is not investment advice.
来源：Cerebras Systems
发布：GSM·美国（发布链接）
图片来源：图：Cerebras Systems总部大楼(资料图)。作者与授权：Coolcaesar，CC BY 4.0，维基共享资源。 / Photo: Headquarters building of Cerebras Systems (file photo). Credit: Coolcaesar, CC BY 4.0, Wikimedia Commons.
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