.@cerebras is expanding in Europe. We have plans for 200 megawatts of data center capacity, by the end of 2027. Norway. Finland. France. And we are pursuing more capacity across Europe. We work hard to meet customers where they are. The fastest AI in the world, delivered across the world. More coming soon.

Cerebras' revenue mix is shifting. Total revenue climbed 94% YoY to $193.4M in Q1 2026, with cloud contributing 43% of sales versus 30% a year ago. The transition highlights growing demand for AI compute delivered through the cloud.

Cerebras $CBRS is down 18% today: > Now $40B company and trading at IPO price > OpenAI announces their own competitive chip Jalapeño with Broadcom > 15% Unlock TOMORROW so Pre-IPO investors and directors might sell > Gross Margin Guide was lower so 37-40% (actual Q1'26 was 47%) > Guide FY2026 $860M growing 69% YoY which may be below buyside expectations. But...business is also on a tear doing $602M LTM revenue growing 94% YoY. Founder led by @andrewdfeldman and just signed an OpenAI deal worth $20B (half of market cap). I don't get public markets 🤷

Cerebras today reported financial results for the first quarter of fiscal year 2026, marking the company’s first quarterly reporting period as a public company. Read the report:

Cerebras Systems' shares jumped 89% above the initial public offering price in their US market debut, giving the chip designer a valuation of $106.75 billion

Cerebras ($CBRS) just opened 82% above its IPO price. The investors who got in at $185 weren't retail. How do you play SpaceX, OpenAI, and Anthropic before they list? Fundstrat Direct has the playbook:

Cerebras prices its IPO at a $40B valuation as AI stocks continue to outperform crypto, Strive Asset Management launches daily dividend payments for its preferred stock, and tokenized money market funds from Fidelity Investments and BlackRock receive Moody’s highest rating. @JennSanasie has what you need to know