Cerebras Systems Inc. (CBRS) is expanding internationally due to rising demand for high-speed AI inference, with data centers operational or under contract in France, Finland, Norway, and various locations in Canada. The company has secured over 600 megawatts of data-center capacity, expected to increase to gigawatts, as it competes with NVIDIA and Microsoft in the global AI market.
International contributions to Cerebras’ revenue are significant, with UAE-based Mohamed bin Zayed University accounting for 34% in Q2 2026. The company signed agreements with AI firms and closed six deals worth over $30 million each in Q2 2026, enhancing its European presence and partnership with Amazon Web Services for future inference services.
Cerebras faces stiff competition, with Microsoft adding 88 data centers and NVIDIA reporting $40 billion in revenues from its AI business in Q2 2027. Cerebras’ shares have dropped 40% over the past three months, while consensus estimates show a projected loss of 13 cents per share for the upcoming period.
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