Cerebras (CBRS): FY26 Q2 earnings call, Aug 12, 2026
On its Aug 12, 2026 earnings call (FY26 Q2), Cerebras said 10 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 10 settled yes · our count agreed on 14 of 14- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| AWS | Yes | 11 | 14 | ✓ | 92%transcripts from the transcript model | – |
| Disaggregated | Yes | 10 | 14 | ✓ | 85%transcripts from the transcript model | – |
| OpenAI | Yes | 8 | 10 | ✓ | 94%transcripts from the transcript model | – |
| AMD | Yes | 8 | 14 | ✓ | 22%transcripts from the transcript model | – |
| Helios | Yes | 6 | 9 | ✓ | 22%transcripts from the transcript model | – |
| Europe | Yes | 1 | 1 | ✓ | 72%transcripts from the transcript model | – |
| Trainium | Yes | 1 | 2 | ✓ | 72%transcripts from the transcript model | – |
| CrowdStrike / Crowd Strike | Yes | 1 | 1 | ✓ | 22%transcripts from the transcript model | – |
| Flex | Yes | 1 | 1 | ✓ | 22%transcripts from the transcript model | – |
| Wafer Scale Engine | Yes | 1 | 2 | ✓ | 22%transcripts from the transcript model | – |
| Bell Canada | No | 0 | 0 | ✓ | 62%transcripts from the transcript model | – |
| Kimi | No | 0 | 0 | ✓ | 62%transcripts from the transcript model | – |
| Customer Concentration | No | 0 | 2 | ✓ | 22%transcripts from the transcript model | – |
| Falcon | No | 0 | 0 | ✓ | 22%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
14 matches for “AMD”; 5 quoted, at least 25 words apart.
…now have disaggregated inference solutions with two of the leading chip companies, AMD with their Helios and AWS with Trainium. Disaggregation expands the market for…
…straightforward for Cerebras. A few weeks ago, we announced a partnership with AMD to build disaggregated inference solutions. The solutions combine their Helios racks with…
…scale and frontier insight. AWS provides global enterprise reach. Recent collaboration with AMD expands the market opportunity to include disaggregated inference, and fast inference is…
Got it. Thank you for that, Andrew. With the AMD engagement, any more color you can give on the go-to-market as you connect with the…
…think that we will be announcing additional parts of our arrangement with AMD over time. I think the joint solution of Helios racks in front…
Where the listed words were said
…frontier intelligence are only available through OpenAI Cerebras partnership. Our work with AWS continues, and we expect to have solutions generally available in Q1 2027…
…technical problem and is the bulk of the computational work in a disaggregated solution. It is sequential and memory bandwidth intensive, and is particularly well-suited…
…On the capabilities front, in the second quarter, we delivered support for OpenAI's GPT-5.6 Sol, the largest and most capable of the frontier models. In…
…buyers for it already. The second question is of recent acquisition by AMD. Look, I think the company they acquired was interesting and innovative, and…
…haven't done it yet. I think it's certainly fair to say that Helios racks will give us a bigger and better solution than if we…
…and startup leaders such as Cognition, and we extended our presence in Europe with a major win at Lovable. Agentic flows are growing quickly, and…
Our recent win with CrowdStrike is an application that only exists if AI is fast. Fast AI enables AI-based security devices to sit in line…
…successfully increased our manufacturing capacity and are building up new factories with Flex in Sanmina, and expect to increase our manufacturing capacity by more than…
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