Looking at the filing content, I can see this is a Form 10-Q for Cerebras Systems Inc. (NASDAQ:CBRS) for the quarterly period ended June 30, 2026. The substantive financial disclosure content is limited - the filing text provided contains mostly the cover page, table of contents, and the forward-looking statements boilerplate. However, there are specific factual disclosures on the cover page (share counts, company identity, filing period) that constitute substantive content above 150 words when combined with the financial statements references and company-specific identifiers. I'll build the article from the confirmed facts in the filing.

Cerebras Systems Inc. submitted its Form 10-Q for the quarterly period ended June 30, 2026, filed with the U.S. Securities and Exchange Commission and disclosing share counts, company structure, and operational context for the AI compute company.

Key Highlights

  • Share count as of August 5, 2026: 112,247,109 shares of Class A common stock outstanding, according to the filing.
  • Additional share classes: The registrant reported 111,601,424 shares of Class B common stock and 13,715,508 shares of Class N common stock outstanding as of the same date.
  • Emerging growth company: Cerebras Systems is classified as a non-accelerated filer and an emerging growth company under SEC definitions, the filing states.
  • Key customers named: The filing identifies OpenAI OpCo, LLC, Group 42 Holding Ltd, Mohamed bin Zayed University of Artificial Intelligence, and Amazon Web Services among significant customers the company seeks to retain.
  • Par value: All three share classes carry a par value of $0.00001 per share, as stated on the cover page.
  • Commission file number: The registrant's commission file number is 001-43284.

Cerebras Systems Q2 2026 Filing: Company Structure and Disclosed Details

Cerebras Systems Inc., headquartered at 1237 E. Arques Avenue, Sunnyvale, California 94085, filed its quarterly report on Form 10-Q with the SEC for the period ended June 30, 2026. The company, which trades on NASDAQ:CBRS under its Class A common stock, is incorporated in Delaware with an IRS Employer Identification Number of 81-2256092. As of August 5, 2026, three classes of common stock were outstanding: 112,247,109 Class A shares, 111,601,424 Class B shares, and 13,715,508 Class N shares, all carrying a par value of $0.00001 per share.

According to the filing, Cerebras Systems operates in the AI compute sector. The company identifies its customer retention efforts as a material area of focus, naming OpenAI OpCo, LLC, Group 42 Holding Ltd (together with its affiliates, referred to as "G42"), Mohamed bin Zayed University of Artificial Intelligence ("MBZUAI"), and Amazon Web Services ("AWS") as significant customers whose continued business the company seeks to maintain and expand. The filing also references an initial public offering ("IPO") in connection with disclosed use-of-proceeds expectations.

The registrant confirmed it has filed all required Exchange Act reports during the preceding 12 months and has submitted all required Interactive Data Files electronically. The company checked "No" to shell company status and is classified as an emerging growth company that has not elected to use the extended transition period for complying with new or revised financial accounting standards. The filing notes that it contains forward-looking statements subject to risks and uncertainties described in the "Risk Factors" section, and the company cautions that actual results "could differ materially from those described in the forward-looking statements."

What Was Disclosed

Cerebras Systems Inc. filed its Form 10-Q for the quarter ended June 30, 2026, disclosing outstanding share counts across three stock classes as of August 5, 2026, its emerging growth company classification, and key customer relationships in the AI compute market.