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.
10 matches for “OpenAI”; 5 quoted, at least 25 words apart.
…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…
…at market, and fast tokens with frontier intelligence are only available through OpenAI Cerebras partnership. Our work with AWS continues, and we expect to have…
…any backlog of business from AWS or any other hyperscaler at this time. Our business outside of OpenAI and the hyperscalers continues to grow nicely.
…to increases in our core cloud offering, reflecting the ramp in our OpenAI deployment, increases in our other cloud customers' usage, and finally, hardware customers…
…time, we are having success expanding our addressable market and customer base. OpenAI provides, among other things, scale and frontier insight. AWS provides global enterprise…
Where the listed words were said
…with two of the leading chip companies, AMD with their Helios and AWS with Trainium. Disaggregation expands the market for both the GPU provider and…
…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…
…that the previous step gave us to expand our business. I think OpenAI is an enormous customer, and they're an enormous part of not just…
…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…
…our arrangement with AMD over time. I think the joint solution of Helios racks in front of Cerebras Systems, the Helios racks doing pre-fill and…
…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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