CBRS announced European expansion of its AI data center footprint to strengthen regional cloud growth capabilities.
Cerebras Systems is accelerating its European expansion to capitalize on surging demand for AI inference infrastructure across enterprises, governments and research institutions. The company announced plans to bring its first European AI data center online by the end of 2026 while expanding total regional AI compute capacity to 200 megawatts by the end of 2027, with deployments planned across France and the Nordic region. A portion of this capacity is expected to support OpenAI workloads under their existing partnership agreement.
The expansion is expected to bring Cerebras' high-speed inference infrastructure closer to European customers, reducing latency for increasingly complex AI applications while addressing growing demand for sovereign AI infrastructure. Management believes European enterprises, governments and research organizations are increasingly seeking locally hosted AI compute as an alternative to capacity concentrated in the United States and Asia.
The European expansion reinforces Cerebras' broader strategy of rapidly scaling its global AI cloud infrastructure. On the first-quarter 2026 earnings call, management highlighted that the company is aggressively adding data center capacity across the United States, Canada and Europe, including France and the Nordics, while pursuing additional opportunities in Israel, the UAE, Australia, Singapore, India and Indonesia to meet accelerating customer demand. Cerebras emphasized that expanding global infrastructure is essential to supporting the next phase of AI adoption.
The strategy complements Cerebras' rapidly growing cloud business. In the first quarter of 2026, cloud and services revenues increased 167 percent year over year to $79.8 million on a core basis, supported by the OpenAI deployment and higher utilization of the Cerebras Cloud platform. The company expects cloud revenue growth to accelerate further throughout 2026 as additional AI infrastructure comes online.
The expansion also strengthens Cerebras' ability to execute on its long-term commitments. The company has a multi-year agreement to provide 750 megawatts of AI inference capacity to OpenAI, with an option for OpenAI to purchase an additional 1.25 gigawatts, bringing potential deployment to 2 gigawatts by 2030. As of March 31, 2026, the company reported $25 billion of remaining performance obligations, largely driven by the OpenAI agreement.
Cerebras faces stiff competition from CoreWeave and NVIDIA in the AI infrastructure domain. CoreWeave is pursuing one of the industry's largest AI infrastructure expansions. In partnership with NVIDIA, the company plans to build more than 5 gigawatts of AI factory capacity by 2030 while adopting multiple generations of NVIDIA AI platforms. It also recently expanded its European footprint through new AI cloud deployments in Stockholm powered by renewable energy and signed a $21 billion long-term AI infrastructure agreement with Meta. Meanwhile, NVIDIA is enabling partners to rapidly deploy AI factories through expanded collaborations with CoreWeave and other cloud providers, supporting multi-gigawatt AI infrastructure deployments built around its latest GPU, CPU and networking platforms. NVIDIA-backed Nscale announced an expansion of its collaboration with Microsoft and Start Campus with 66,000 NVIDIA Rubin GPUs starting in late 2027, becoming among the first providers globally to deploy the NVIDIA Vera Rubin platform to customers in 2027.