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2e:["$","div",null,{"className":"article-summary mb-10","children":["$","div",null,{"className":"text-[20px] text-stone-800 leading-[1.6] font-serif font-normal","children":[["$","div","0",{"className":"mt-10 first:mt-0","children":[["$","h3",null,{"className":"font-serif-display text-[1.5rem] sm:text-[1.75rem] font-normal text-neutral-900 leading-[1.15] tracking-[-0.01em] mb-4 flex items-center gap-2.5","children":[["$","span",null,{"className":"w-1 h-7 bg-neutral-800 rounded-full flex-shrink-0"}],"What happened"]}],["$","div",null,{"className":"pl-3 border-l-2 border-neutral-100","children":[["$","p","0",{"className":"","children":["Per The Next Web, ",["$","strong","18",{"className":"font-semibold text-neutral-900","children":"Cerebras Systems"}]," posted first-quarter revenue of ",["$","strong","71",{"className":"font-semibold text-neutral-900","children":"$$193.4m"}],", an increase of ",["$","strong","99",{"className":"font-semibold text-neutral-900","children":"92%"}]," year-on-year, and a net loss of ",["$","strong","139",{"className":"font-semibold text-neutral-900","children":"$$14m"}],", narrowed from ",["$","strong","163",{"className":"font-semibold text-neutral-900","children":"$$23.9m"}]," a year earlier. The Next Web reported the company guided full-year revenue to ",["$","strong","252",{"className":"font-semibold text-neutral-900","children":"$$855m-865m"}],", above analysts' consensus of ",["$","strong","297",{"className":"font-semibold text-neutral-900","children":"$$824.8m"}],". The Next Web reported shares dropped roughly ",["$","strong","355",{"className":"font-semibold text-neutral-900","children":"10%"}]," after the results."]}]]}]]}],["$","div","1",{"className":"mt-10 first:mt-0","children":[["$","h3",null,{"className":"font-serif-display text-[1.5rem] sm:text-[1.75rem] font-normal text-neutral-900 leading-[1.15] tracking-[-0.01em] mb-4 flex items-center gap-2.5","children":[["$","span",null,{"className":"w-1 h-7 bg-neutral-800 rounded-full flex-shrink-0"}],"Reported margin outlook"]}],["$","div",null,{"className":"pl-3 border-l-2 border-neutral-100","children":[["$","p","0",{"className":"","children":["Per The Next Web, Cerebras warned gross margin will fall to ",["$","strong","60",{"className":"font-semibold text-neutral-900","children":"36-38%"}]," this quarter (Q2) from ",["$","strong","94",{"className":"font-semibold text-neutral-900","children":"46.5%"}]," previously. Full-year 2026 gross margin guidance is ",["$","strong","156",{"className":"font-semibold text-neutral-900","children":"38-41%"}]," (earnings call transcript, June 23, 2026). The Next Web quoted CEO ",["$","strong","234",{"className":"font-semibold text-neutral-900","children":"Andrew Feldman"}],": \"It's a grand irony that after all this technology that we've invented, and Nvidia's invented, buildings are the limiting factor.\" The Next Web reported CFO ",["$","strong","411",{"className":"font-semibold text-neutral-900","children":"Bob Komin"}]," told analysts that Cerebras is renting back some of its systems from a customer and building out its own capacity, and that those costs would reduce margins by about ",["$","strong","591",{"className":"font-semibold text-neutral-900","children":"10 to 15 points"}]," this year."]}]]}]]}],["$","div","2",{"className":"mt-10 first:mt-0","children":[["$","h3",null,{"className":"font-serif-display text-[1.5rem] sm:text-[1.75rem] font-normal text-neutral-900 leading-[1.15] tracking-[-0.01em] mb-4 flex items-center gap-2.5","children":[["$","span",null,{"className":"w-1 h-7 bg-neutral-800 rounded-full flex-shrink-0"}],"OpenAI and AWS deals (separately disclosed)"]}],["$","div",null,{"className":"pl-3 border-l-2 border-neutral-100","children":[["$","p","0",{"className":"","children":["TheEnergyMag reports that alongside Q1 results, Cerebras formalized a multi-year agreement with ","$L39"," valued at more than ","$L3a",", under which OpenAI committed to deploying up to ","$L3b"," of Cerebras inference compute capacity. The companies jointly introduced ","$L3c",", a development model for coding tasks. Cerebras also disclosed a multi-year partnership with ","$L3d"," for a disaggregated cloud inference architecture: AWS Trainium 3 handles prefill while Cerebras CS-3 wafer-scale systems handle high-speed decode (TheEnergyMag, June 23, 2026)."]}]]}]]}],"$L3e","$L3f","$L40","$L41"]}]}]
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