# Cerebras Adds Microsoft as Its Third Hyperscaler Cloud Customer

By John Kim

Canonical URL: https://www.tokenpost.com/news/business/56449
Published: 2026-11-13T07:36:17.000Z
Updated: 2026-11-13T07:36:17.000Z
Section: Business

> The agreement was announced during Cerebras’ third-quarter earnings call. Core revenue was about $230 million, up 20% year over year.

Cerebras has signed Microsoft as a cloud customer, adding a third hyperscaler relationship after Amazon Web Services and Oracle.

Cerebras announced the agreement during its third-quarter earnings call. The company’s third-quarter results and 2026 outlook also included core revenue of about $230 million, up 20% year over year.

Cloud and other services revenue was $145 million, up 272% from a year earlier. Cerebras forecast core revenue of $940 million to $960 million for 2026 and core gross margin of 42% to 44%.

The company has secured 700 megawatts of data-center capacity for delivery by 2027.