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Cerebras Delivers Solid Outlook in Its Bid to Challenge Nvidia

Bloomberg Technology Thursday 12 November 2026, 21:09 UTC By Ian King 1 min read
Key Points

Cerebras Delivers Solid Outlook in Its Bid to Challenge Nvidia Cerebras Systems Inc. gave a sales forecast for the current quarter that exceeded analysts’ estimates, signaling that a push to challenge Nvidia Corp. in AI chips is paying off. Revenue will be roughly $320 million in the fourth quarter, Cerebras said in a statement Thursday. That topped the $271.2 million average analyst estimate, according to data compiled by Bloomberg.

Cerebras Delivers Solid Outlook in Its Bid to Challenge Nvidia Cerebras Systems Inc. gave a sales forecast for the current quarter that exceeded analysts’ estimates, signaling that a push to challenge Nvidia Corp. in AI chips is paying off. Revenue will be roughly $320 million in the fourth quarter, Cerebras said in a statement Thursday. That topped the $271.2 million average analyst estimate, according to data compiled by Bloomberg.
Cerebras Delivers Solid Outlook (ORG) Challenge Nvidia Cerebras Delivers Solid Outlook (ORG) Challenge Nvidia Cerebras Systems Inc. (ORG) Nvidia Corp. (ORG) AI (ORG) Cerebras (ORG) Bloomberg (ORG)
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