Cerebras is great, & the people at Cerebras are great & lovely! But since NVIDIA showed off their LPX's amazing perf at Hot Chips & OpenAI Jalapeno performance was released, Cerebras folks have been massively cope-tweeting on Twitter. They should focus on continuously improving their software stack & execution instead of cope-tweeting.

Cerebras Systems CEO Andrew Feldman listed 2 key advantages over rivals, media report: -It uses TSMC’s 5nm process to manufacture its chips, with plentiful supply, in contrast to 3nm and 2nm production. -Uses on-chip SRAM for memory instead of HBM memory chips, which continue to go up in price. TSMC makes the on-chip SRAM. $TSM $CBRS #semiconductors#

Cerebras $CBRS is powering a new “Ultrafast” tier for OpenAI’s GPT-5.6 Sol, delivering up to 750 tokens/sec, or as much as 14x faster than standard processing. The tier is in limited preview for OpenAI API customers and uses Cerebras’ wafer-scale architecture with 44GB of on-chip SRAM. On GDP-Val, OpenAI says it delivered a 5.6x end-to-end speedup with no reported loss in quality.

Cerebras missed revenue at $180.1M but grew cloud 281% YoY and carries $25.4B in remaining performance obligations. The backlog is the story: inference demand is booking faster than the vendor can recognize it, with revenue set to triple in 2027. $CBRS

CEREBRAS $CBRS Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $180.1M (Est. $194M) 🔴; +74% YoY 🔹 Core Revenue: $209.9M; +103% YoY 🔹 Gross Margin: 14% (Est. 26.3%) 🔴 🔹 Core Gross Margin: 41%; +940 bps YoY Raises FY26 Guide: 🔹 Core Revenue: $880M-$890M (Est $867.6M) 🔴 🔹 Core Gross Margin: 41%-43% 🔹 Core Oper Margin: -19% to -17% Q3 Guide: 🔹 Core Revenue: $214M-$216M (Est. $212M) 🔴 🔹 Core Gross Margin: 38%-40% 🔹 Core Oper Margin: -25% to -23% Segment Revenue: 🔹 Cloud Revenue: $126.0M (Est. $116.3M) 🟢; +281% YoY 🔹 Hardware Revenue: $54.1M (Est. $73.1M) 🔴; -23% YoY Other Q2 Metrics: 🔹 Remaining Performance Obligations: $25.4B 🔹 GAAP EPS: -$2.98 🔹 Operating Expenses: $502.8M; LY $89.3M 🔹 Core Oper Margin: -16%; +2,600 bps YoY 🔹 Liquidity: $8.6B, plus $850M debt capacity Business Highlights: 🔹 Data center capacity live and under contract to more than 600 MW 🔹 Manufacturing capacity to increase more than 10x in 2026 🔹 OpenAI launch partner for GPT-5.6 Sol at 750 tokens per second 🔹 AMD disaggregated inference in production Q4 2026, up to 5x throughput 🔹 AWS to bring the same to Amazon Bedrock in Q1 2027 🔹 No HBM memory, CoWoS packaging or 3nm — avoids supply-limited components Comments: 🔸 “We have made rapid progress in key areas required to deliver exceptional growth against our remaining performance obligations of $25.4 billion, and plan to more than triple revenue in 2027.”