Cerebras signed a Microsoft partnership agreement in October, with revenue expected to begin in Q1 2027.

A Financial_Express report quotes Cerebras CEO Andrew Feldman saying Microsoft signed the agreement in October. Management expected revenue to begin in Q1 2027, distinguishing the signed partnership from its anticipated revenue commencement.

The same report says Cerebras had previously reached agreements with Amazon and Oracle. Its earnings summary separately reports cloud agreements with three leading hyperscalers, but the supplied material provides no Microsoft contract value, committed capacity, pricing, or duration.

Cerebras reported Q3 core revenue of $230.9 million, comprising $86.0 million in core hardware revenue and $144.9 million in core cloud revenue. Those figures compare with cited analyst expectations of $214.7 million, $64.6 million, and $149.8 million, respectively; the Microsoft revenue expectation concerns a later period.

Management raised full-year core revenue guidance to $940 million–$960 million and forecast Q4 core revenue of $310 million–$330 million, with Q4 core gross margin of 47%–49%. Feldman also said Cerebras was evaluating financing options, but the supplied report does not identify a completed capital raise.