Cerebras Lifts 2026 Sales Target to $960M as OpenAI Debuts Cyber Tools

Artificial intelligence infrastructure providers are scaling both hardware capacity and defensive software capabilities as enterprise deployments expand. In Silicon Valley, wafer-scale processor maker Cerebras Systems lifted its full-year revenue guidance to $960 million, while OpenAI introduced two cybersecurity initiatives pairing autonomous code auditing from Hacktron with a specialized model for enterprise security operations centers.

Cerebras Lifts 2026 Sales Forecast by 20% to $960 Million

Sunnyvale-based AI chipmaker Cerebras Systems raised its 2026 sales forecast by 20% to $960 million, up from a prior projection of $800 million. Founded in 2016, the company builds wafer-scale processors designed to train and run large language models on a single giant chip rather than clustering thousands of smaller GPUs.

According to the company, the revised $960 million target reflects surging demand from cloud providers, sovereign AI projects, and enterprise customers seeking alternatives to Nvidia hardware. Cerebras previously filed for an initial public offering in 2024 and has expanded its data center footprint across North America and the Middle East to support large-scale training and inference workloads.

OpenAI Partners With Hacktron for Autonomous Code Auditing

As model infrastructure scales, laboratories are also moving to harden underlying software supply chains. OpenAI partnered with cybersecurity startup Hacktron to identify and patch software vulnerabilities across its infrastructure and open-source dependencies.

Hacktron uses autonomous AI agents to continuously scan codebases, reproduce security flaws, and generate verified patches before attackers can exploit them. During initial testing, Hacktron uncovered multiple previously unknown bugs in third-party libraries used in AI development workflows. OpenAI stated that the partnership complements its broader investments in automated red-teaming and defensive cybersecurity tooling.

ChatGPT Cyber Launches Under Tiered Access for Defenders

Alongside its internal auditing partnership, OpenAI launched ChatGPT Cyber, a specialized model tailored for cybersecurity professionals and enterprise security operations centers. Built on OpenAI's latest reasoning architecture, ChatGPT Cyber assists defenders with threat hunting, malware reverse engineering, log analysis, and vulnerability remediation.

To prevent misuse by malicious actors, the model is restricted to vetted security teams through a tiered access program. Security analysts noted that while the model accelerates defensive triage, organizations still face challenges integrating AI tools into legacy security pipelines.