IT Home reports Cerebras says it signed agreement with Microsoft, adding third hyperscale cloud customer

IT Home reported that Cerebras disclosed on its fiscal Q3 2026 earnings call that it had signed an agreement with Microsoft, making Microsoft its third hyperscale cloud customer after AWS and Oracle. According to the report, Cerebras said Q3 core revenue was about $230 million, up 20% year over year, while cloud services and other revenue reached $145 million, up 272%. The company also reported $26.1 billion in remaining performance obligations as of September 30, 2026, and forecast full-year 2026 core revenue of $940 million to $960 million.