BREAKING
Cerebras Falls on Margin Outlook
0
M
Revenue $
0
%
YoY growth
0
M
Adj net loss $
0
%
Q1 margin
0
%
Q2 guide ~
0
%
LT target
Margins Lag NVIDIA and AMD
CBRS Q2
38
CBRS FY26
41
AMD
55
NVIDIA
75
Why Margins Are Squeezed
1
Demand runs ahead
↓
2
Sell then rent back systems
↓
3
Temporary cost rise
↓
4
Margins recover later
Watch The Margin Recovery
AI NEWS BLITZ
Cerebras shares slid sharply after its first results since going public.