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This article first appeared on GuruFocus. Cerebras Systems (NASDAQ:CBRS) signed Microsoft (NASDAQ:MSFT) as a cloud customer and raised its full-year revenue outlook, sending shares up more than 17% in Thursday's after-hours trading, according to Reuters. The deal gives Cerebras another source of demand beyond OpenAI. For shareholders, the next test is whether a broader customer base helps turn rapid cloud growth into operating profit. Warning! GuruFocus has detected 3 Warning Signs with CBRS. Is CBRS fairly valued? Test your thesis with our free DCF calculator. Cerebras designs AI processors built on an entire silicon wafer. It sells systems directly and rents computing capacity through its cloud business.
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