Cerebras Systems (CBRS) plans to launch its first European AI data center by the end of 2026, aiming to boost regional AI compute capacity to 200 MW by the end of 2027. The expansions will take place across France and the Nordic region, and will partially support workloads for OpenAI, in line with their existing partnership.
This expansion strategy is part of Cerebras’ broader initiative to enhance its global AI cloud infrastructure, which has already seen a 167% increase in cloud and services revenues year-over-year to $79.8 million in Q1 2026. The company projects significant growth as it continues to meet high demand for locally hosted AI compute in Europe amidst increasing competition from firms like CoreWeave and NVIDIA.
As of March 31, 2026, Cerebras reported $25 billion in remaining performance obligations, with a major ongoing commitment to supply 750 MW of AI inference capacity to OpenAI, with the potential for an additional 1.25 GW by 2030.
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