Cerebras Has a $25.4 Billion Backlog, and One OpenAI Agreement Is Behind Much of It
Cerebras ended June with a $25.4 billion backlog of remaining performance obligations, including most of it tied to a single OpenAI master relationship agreement for 750 megawatts of AI inference capacity (valued by the company at more than $20 billion) and an option for an additional 1.25 gigawatts by end of 2030.
Sep 5, 2026 ·
Yahoo Finance


















