Cerebras raises 2026 revenue forecast and signs Microsoft

Key Takeaways

• Cerebras raises its 2026 adjusted revenue outlook to $940 million–$960 million, signs Microsoft as a cloud customer and reports third-quarter adjusted sales up 70% to $230.9 million.
• Cerebras is working with OpenAI on computing capacity, has partnerships involving AMD and Oracle, and says data-center availability constrains growth; it expects revenue to triple in 2027.
• BTCC offers zero-fee Anthropic pre-IPO futures trading through November 30, 2026, with prizes including a $4,800 Claude Ultra subscription, Apple Vision Pro and ChatGPT Pro.
• A report says $6.34 billion was stolen from Binance on October 29 and describes a malware and social-engineering campaign, while noting that the use of exposed information is unconfirmed.
• Sberbank targets a leading role in an “agentic economy” by 2029; its planned supercomputer site was struck by Ukrainian drones, but the bank says services continued without disruption.
• Anthropic’s Claude Fable 5.2 tops the cited AI index; OpenAI limits GPT-6 Cyber to approved security customers after testing found 81 previously unknown high-severity Firefox flaws.
• Google DeepMind says Gemini Robotics 2.5 sorted parts on live Mercedes-Benz production lines with 96% success; Meta’s Muse Ember is priced at $0.10 per million input tokens.
• A study finds DC-coupled systems lower lifetime energy costs by 18% on average; including the value of earlier computing makes them the lowest-cost option in 85% of locations, or 55% when natural gas deploys faster.
• LangChain reaches a $3 billion valuation as it shifts toward AI-agent management with LangSmith, designed to work across models, clouds and ecosystems.
• Laplace Insights and Palos will use PSIMON for daily watchlist monitoring and volatility analysis, while Palos retains responsibility for investment decisions; a separate data-science discussion emphasizes trustworthy evidence and improved evaluation.

Cerebras raises 2026 revenue outlook as AI demand grows

Cerebras Systems raised its 2026 adjusted revenue forecast to $940 million to $960 million, up from $880 million to $890 million. The company signed Microsoft as a cloud customer, and its shares rose more than 17% in extended trading on Thursday. Third-quarter adjusted sales climbed 70% to $230.9 million, while adjusted cloud and services revenue more than tripled to $144.9 million. Cerebras reported an adjusted profit of $29.82 million, compared with a loss a year earlier. It is working to provide computing power for OpenAI and has partnerships with AMD and Oracle, but CEO Andrew Feldman said data center capacity remains a challenge.

Cerebras lifts 2026 forecast and signs Microsoft as a customer

Cerebras Systems raised its 2026 adjusted revenue forecast to $940 million to $960 million, up from $880 million to $890 million, and signed a cloud deal with Microsoft. Its shares rose more than 17% in extended trading on Thursday. Third-quarter adjusted sales increased 70% to $230.9 million, and the company reported an adjusted profit of $29.82 million. Cerebras is working to supply computing power to OpenAI, whose deal supports $26.1 billion in remaining performance obligations as of September 30. The company also has partnerships involving AMD and Oracle, while CEO Andrew Feldman said data center availability remains a limit on growth.

Cerebras shares rise as stronger outlook eases AI spending concerns

Cerebras Systems raised its 2026 adjusted revenue forecast to $940 million to $960 million and signed Microsoft as a cloud customer. Its shares climbed more than 17% in extended trading on Thursday, after falling 47.2% from their May IPO price. Third-quarter adjusted sales rose 70% to $230.9 million, and Cerebras posted an adjusted profit of $29.82 million. The company is working to provide computing power for OpenAI and has deals involving AMD and Oracle. CEO Andrew Feldman said data center availability remains a constraint across the industry.

Cerebras boosts revenue forecast as shares surge on AI demand

Cerebras Systems raised its 2026 adjusted revenue forecast to $940 million to $960 million, compared with its earlier forecast of $880 million to $890 million. It also signed a cloud deal with Microsoft, and its shares rose more than 17% in extended trading on Thursday. Third-quarter adjusted sales increased 70% to $230.9 million, while adjusted cloud and services revenue more than tripled to $144.9 million. Cerebras reported an adjusted profit of $29.82 million and is working to supply computing power for OpenAI. Its partnerships with AMD and Oracle add to its business, but CEO Andrew Feldman said data center capacity remains a constraint.

Cerebras shares jump after record revenue and new cloud deals

Cerebras shares rose on Friday after the AI chip maker reported record third-quarter revenue, raised its outlook and announced deals with two large cloud providers, known as hyperscalers. Core revenue grew 70% from a year earlier to $230.9 million, while cloud revenue rose 272% to $144.9 million. Cerebras said one new hyperscaler is among the world’s top three and that it will share more details next year. CEO Andrew Feldman said the deals and growth with existing customers support higher fourth-quarter core guidance. He also said Cerebras expects revenue to triple in 2027, with expanding gross margins.

Cerebras lifts 2026 forecast as AI demand drives shares higher

Cerebras Systems raised its 2026 adjusted revenue forecast to $940 million to $960 million, up from $880 million to $890 million. Its shares rose more than 17% in after-hours trading after the company reported third-quarter adjusted sales of $230.9 million and an adjusted profit of $29.82 million. Cerebras signed a cloud deal with Microsoft and is working to provide computing power for OpenAI, which accounted for $26.1 billion in remaining performance obligations as of September 30. The company also has partnerships with AMD and Oracle, but CEO Andrew Feldman said data center capacity remains a challenge.

Cerebras shares climb as company raises 2026 revenue outlook

Cerebras Systems raised its 2026 adjusted revenue forecast to $940 million to $960 million, from an earlier range of $880 million to $890 million. Its shares rose more than 17% in extended trading after third-quarter adjusted sales increased 70% to $230.9 million and the company reported an adjusted profit of $29.82 million. Cerebras signed a cloud deal with Microsoft and is working to supply computing power for OpenAI, which represented $26.1 billion in remaining performance obligations as of September 30. It also works with AMD and Oracle, while CEO Andrew Feldman said data center availability remains a limit on growth.

BTCC offers zero fee Anthropic futures trading and AI themed prizes

BTCC launched a campaign for Anthropic pre-IPO trading, offering zero fees on ANTHROPICUSDT futures from November 11 to November 30, 2026. Traders can earn prize spins by reaching volume targets, with up to 18 spins available after reaching 5,000,000 USDT in total volume. Every spin wins a prize. The grand prize is a two-year Claude Ultra subscription worth $4,800, while other prizes include an Apple Vision Pro, a three-month ChatGPT Pro subscription, a PS5 Pro with Grand Theft Auto VI, an Oura Ring 5, and trading vouchers and funds. BTCC operations head Alex Hung said the campaign extends the exchange’s 0-Barrier Trading theme.

BTCC starts zero fee Anthropic futures campaign with tech prizes

BTCC launched Anthropic pre-IPO trading with zero fees on ANTHROPICUSDT futures from November 11 to November 30, 2026. Participants can collect prize spins by meeting trading volume goals, with up to 18 spins for a total volume of 5,000,000 USDT, and every spin wins a prize. The top prize is a two-year Claude Ultra subscription worth $4,800; other prizes include an Apple Vision Pro, a three-month ChatGPT Pro subscription, a PS5 Pro with Grand Theft Auto VI, an Oura Ring 5, and futures trading vouchers and funds. BTCC said the campaign continues its 0-Barrier Trading theme. In April 2026, the exchange listed SPACEXUSDT perpetual futures ahead of SpaceX’s public debut.

Binance hack analysis links malware exposure to possible social engineering

The article says $6.34 billion was stolen from Binance on October 29 in what it describes as the largest crypto theft on record, widely attributed to the North Korean group TraderTraitor. It reports that in June 2026, a Binance engineer downloaded a tampered Homebrew installation while searching for an AI coding tool, and the malware exposed information about the engineer and colleagues. Binance later described a campaign involving fake job interviews, malicious developer tools, compromised software packages, browser extensions, fake video calls, and social engineering. The article says it cannot confirm how the stolen information was used and presents AI-assisted victim profiling as speculation. It also points to an analysis of 219 historical stealer logs and 74 Binance-domain usernames to explain how one infected device can expose corporate and developer accounts.

Sberbank expands AI plans after drone strike on data center

Sberbank announced a strategy for 2027 to 2029 on November 12, 2026, aiming to help build an economy powered by AI. The plan sets a goal for Sberbank to become a leading builder of an “agentic economy” by 2029, and the bank expects at least a 21% return on equity while keeping a 50% dividend payout. The announcement came four weeks after Ukrainian drones struck its 55,000-square-metre data-processing centre in Balakovo, in Russia’s Saratov region. The site is planned to house Russia’s largest supercomputer when it begins operating in 2027, but Sberbank said its systems and services continued without disruption.

Claude tops AI rankings as OpenAI restricts its cyber model

Anthropic’s Claude Fable 5.2 topped the Artificial Analysis Intelligence Index with a score of 65, passing Google’s Gemini 4 Carbon. Meta released Muse Ember at $0.10 per million input tokens for repetitive agent tasks, while OpenAI limited GPT-6 Cyber to approved security customers. During testing, GPT-6 Cyber found 81 previously unknown high-severity Firefox flaws. Thinking Machines Lab and Baidu also released lower-cost models, and Baidu published its model weights. Google DeepMind’s Gemini Robotics 2.5 sorted parts on live Mercedes-Benz production lines with a 96% success rate.

Advocates call for a pause in advanced AI development

The article argues that the rapid growth of advanced AI, including work by U.S. companies such as Anthropic, could threaten the economy, democracy, and the planet. It raises concerns about accountability, transparency, and the possible misuse of AI systems. The author calls on leaders to slow advanced AI development and reassess its risks and benefits. The article says AI should serve human well-being and protect the planet rather than advance for its own sake.

Faster construction can lower the cost of powering AI data centers

Researchers compared grid-connected and off-grid power systems for AI data centers across the continental United States, including solar paired with storage, natural gas, and grid connections. Their open-source model accounts for AI training loads, cooling needs, power conversion, and battery wear. The study found that DC-coupled systems cut lifetime energy costs by an average of 18%, or $0.09 per kilowatt-hour, compared with similar AC systems. Although DC-coupled microgrids were rarely the cheapest based on energy cost alone, their faster construction made them the lowest-cost option in 85% of locations when the value of computing enabled sooner was included. That figure fell to 55% when natural gas could be deployed faster.

How data scientists can turn more AI analysis into better decisions

AI gives organizations more ways to produce and analyze data, but the article says data scientists must focus more on whether findings are trustworthy and apply in other settings. Drawing on a roundtable of academic researchers and industry practitioners, it describes three priorities for causal inference and experimentation. These include preserving learning from experiments, choosing and combining experimental, observational, and synthetic evidence, and updating evaluation as AI changes. The authors also discuss what these challenges mean for data science training and organizational practice.

LangChain reaches a $3 billion valuation as it shifts to AI agents

AI agent startup LangChain has reached a $3 billion valuation, more than double its $1.25 billion value when it raised $125 million. The company began in 2022 as an open source project that helped early language models search the web, use APIs and interact with databases. As AI labs improved those abilities, LangChain shifted its focus to managing AI agents. Its LangSmith software helps businesses create and manage agents without tying them to a specific model, cloud or ecosystem, and aims to keep agent behavior contained and easy to use.

Laplace Insights and Palos team up on AI investment research

Laplace Insights and Palos Wealth Management announced a multi-year agreement on November 12, 2026, to use Laplace’s PSIMON platform for the Palos-Mitchell Alpha Fund (PMAF). PSIMON uses machine learning to monitor the fund’s watchlists daily, detect changes in asset behavior, estimate near-term volatility risk and provide alerts for investment research and portfolio monitoring. The system will add analytical inputs to PMAF’s dashboard, including information the team can consider when assessing risk and volatility. PSIMON uses Laplace’s Asset Regime Intelligence technology to study patterns in asset returns and volatility across peer groups, sectors and the broader market. Palos Wealth Management and its portfolio managers remain responsible for all investment decisions.

Sources

• Cerebras raises annual sales forecast on strong AI-linked demand
• Cerebras raises annual sales forecast on strong AI-linked demand
• Cerebras shares jump 17% on upbeat annual forecast, easing AI jitters
• Cerebras lifts annual sales forecast on strong AI-linked demand, shares surge
• Cerebras stock surges on Q3 results, outlook raise, hyperscaler deals
• Cerebras raises annual sales forecast on strong AI-linked demand
• Cerebras shares jump 17% on upbeat annual forecast, easing AI jitters
• BTCC Exchange Launches Anthropic Pre-IPO Trading Campaign with 0 Fees and an AI Tech Prize Pool
• BTCC Exchange Launches Anthropic Pre-IPO Trading Campaign with 0 Fees and an AI Tech Prize Pool
• The Binance Hack, Infostealers, and AI-Powered Social Engineering
• Sberbank AI Plan After Balakovo Hit: 3 Shifts [2026]
• Anthropic’s Claude Tops AI Rankings as OpenAI Limits Cyber Model 
• It’s Time to Slam the Brakes on Advanced AI
• Speed-to-Power Dominates Energy Costs for AI Data Centers: Technoeconomic Analysis of Powering AI in the Continental United States
• From More to Better: Causal Inference and Digital Experimentation in the Age of AI
• AI agent startup LangChain hits $3B valuation
• Laplace Insights and Palos Announce AI Collaboration for Investment Research and Portfolio Monitoring