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Cerebras Systems (NASDAQ: CBRS) announced the CS-4, a next-generation rack-scale AI accelerator built on three new WSE-3 Turbo wafers, delivering 750 PFLOPS of AI compute. CS-4 is designed to be up to 2x faster than CS-3 and provide up to 30x more tokens-per-second-per-user than leading GPU-based solutions on comparable workloads.
The system offers up to 10x higher throughput per watt than CS-3, 129.6 petabytes per second of memory bandwidth, 7.2 terabits per second of I/O, and wafer-to-wafer latency as low as two microseconds. CS-4 debuts the modular Nexus Platform Architecture, featuring a pluggable Wafer-Scale Backpack, high-density power delivery, and a programmable I/O subsystem with RoCE v2 and Direct Wafer Links to support models exceeding 50 trillion parameters. First CS-4 shipments are expected to begin this quarter.
Cerebras (NASDAQ: CBRS) will host a livestream of its 2026 SUPERNOVA flagship event, showcasing product announcements, keynotes and demos focused on ultra-fast AI inference and production AI applications. The online event runs on Tuesday, August 18, 3:30–5:30 pm PT at www.cerebras.ai/supernova.
The livestream will feature Cerebras executives alongside founders, researchers, enterprise leaders, investors and ecosystem partners. Cerebras also reminds investors it uses its investor relations site, X account and LinkedIn page, plus SEC filings and webcasts, for Regulation FD disclosures.
Cerebras (NASDAQ: CBRS) announced that its hardware powers Ultrafast mode, a new OpenAI API tier for GPT-5.6 Sol, delivering up to 750 output tokens per second and up to 14× faster processing than the Standard tier, with the same model intelligence.
According to Cerebras, Ultrafast is initially in limited preview and targets workloads needing very low latency. Reported comparisons indicate Ultrafast runs about 5× faster than Claude Opus 4.8 Fast and 11× faster than Claude Fable 5, and achieves a 5.6× speedup on GDP-Val benchmarks with no measured quality loss.
CleanCore Solutions (NYSE American: ZONE) closed a $100 million public equity raise to fund its Minnesota AI data center campus and support its shift to a pure-play, power-first AI infrastructure developer. The campus is backed by a definitive agreement with Cerebras Systems (NASDAQ: CBRS) totaling about $800 million in contracted value over 10 years, with potential to exceed $3 billion if all renewal terms are exercised.
According to the company, about $140 million of project equity capital is now funded or committed, including equity proceeds and prior Dogecoin sale proceeds. Management does not anticipate additional dilutive financing for this project and expects remaining capital to come from project-level debt and non-dilutive sources. The company will rebrand as Zone Frontier, with the transition expected by month-end.
Cerebras Systems (NASDAQ: CBRS) reported strong Q2 2026 growth, led by record GAAP cloud and services revenue of $126.0 million, up 281% year-over-year, and core cloud and services revenue of $127.7 million, up 287%. GAAP total revenue reached $180.1 million (+74%), while core total revenue was $209.9 million (+103%). Core gross margin improved to 41% (about 940 bps higher than Q2 2025) and core operating margin to (16%) (around 2,600 bps better).
Cerebras completed an IPO raising $6.4 billion in gross proceeds and secured a revolving credit facility of up to $850 million, supporting expansion to over 600 MW of contracted data center capacity and more than 10x manufacturing capacity growth in 2026. Remaining performance obligations totaled $25.4 billion. The company highlighted support for OpenAI’s GPT-5.6 Sol, disaggregated inference partnerships with AMD and AWS, and raised its 2026 core revenue outlook to $880–$890 million.
Cerebras Systems (NASDAQ: CBRS) and Lovable announced a partnership to power Lovable’s AI-driven software creation platform with Cerebras’ wafer-scale inference technology. Lovable will run selected latency-sensitive workloads on dedicated Cerebras capacity, aiming to cut response times and make multi-step AI development workflows feel more interactive.
Since November 2024, users have built over 50 million projects on Lovable, from internal tools to new product lines. According to the companies, the collaboration extends Cerebras’ ultra-fast inference into AI-native markets and both parties are exploring new product experiences, with technical results and availability details to follow.
CleanCore Solutions (NYSE American: ZONE) signed a 10-year Colocation Services Agreement with Cerebras Systems (NASDAQ: CBRS) for an AI data center campus in Minnesota, designed to Tier 3 standards. The agreement has an initial contract value of approximately $800 million, with two 10-year renewal options that could bring total potential contract value to more than $3 billion.
The campus is planned to provide about 55 MW of utility power capacity and 40 MW of critical IT load at full buildout and will be 100% pre-leased to Cerebras under the long-term agreement. Around 20 MW of utility power is already energized, supporting the initial 15 MW of critical IT load, with the remaining capacity expected online by Q1 2027. CleanCore expects to own nearly 80% of the project and to begin recognizing revenue in Q1 2027. This is CleanCore's second announced AI infrastructure campus and expands its U.S. development pipeline to more than 500 MW across strategic markets.
Cerebras Systems (NASDAQ: CBRS) announced it will release its second-quarter 2026 financial results after the market closes on Wednesday, August 12, 2026. On the same day, the company will host an earnings conference call at 2 p.m. PT (5 p.m. ET).
Investors can access a live webcast of the call via the Cerebras Systems investor relations website at investors.cerebras.ai, where a replay of the webcast will also be made available.
CrowdStrike (NASDAQ: CRWD) and Cerebras Systems (NASDAQ: CBRS) announced a strategic partnership combining CrowdStrike’s AI-native Falcon AI Detection and Response (AIDR) with Cerebras’s high-speed AI inference infrastructure. CrowdStrike will run Falcon AIDR models on Cerebras systems to support real-time AI-powered cybersecurity.
According to the companies, Cerebras is also standardizing on the CrowdStrike Falcon platform to protect its own AI infrastructure and operations. The collaboration targets enterprises building and deploying AI at scale, aiming to detect and respond to AI-accelerated cyber threats at “machine speed.”
Cerebras (NASDAQ:CBRS) and Flex announced an expanded partnership to scale manufacturing of the Cerebras CS-3 AI supercomputer at Flex’s Milpitas, California facilities. The expansion is expected to increase CS-3 production capacity by about 7x through 2026, adding new lines, floor space, test infrastructure and skilled U.S. manufacturing roles.