BREAKING
Cerebras Guides Below Hopes
0
M
low guidance
0
M
high guidance
0
M
2025 revenue
Revenue Trajectory
2024
290
2025
510
2026E
860
0
B
backlog
0
B
OpenAI deal
0
MW
inference capacity
Bulls vs Bears on Cerebras
Bull case
●
Wafer-scale memory bandwidth
●
Hyperscale customer adoption
●
Massive backlog demand
Bear case
●
Trails Nvidia on CUDA
●
Revenue concentrated
●
Delivery and execution risk
Backlog Must Become Revenue
AI NEWS BLITZ
Cerebras issued 2026 sales guidance that fell short of what investors were hoping for.