Cerebras Systems NASDAQ:CBRS rose 5.93% in premarket after the AI infrastructure company announced a major European expansion, with its first regional data center capacity expected to come online by the end of 2026 and total capacity reaching 200 MW by the end of 2027. Data centers are planned for France, Norway, and Finland. Speaking at the RAISE Summit in Paris, CEO Andrew Feldman said the company is already contracting additional capacity for 2027 across the Nordic region to meet growing enterprise, research, and government demand for sovereign AI compute.
A portion of the planned capacity is expected to support OpenAI workloads under the companies' existing partnership. Cerebras said its wafer-scale architecture is designed for high-speed AI inference, while locating compute capacity within Europe is expected to reduce latency for increasingly complex AI workloads. The expansion also strengthens the company's position as a regional AI infrastructure provider at a time when governments and enterprises are prioritizing locally hosted compute.