Cerebras signs lease for AI inference capacity near São Paulo, BNamericas reports

Nov 14, 2026
The chipmaker will host more than 30MW of inference capacity in a large operator's cluster in Greater São Paulo, its first step into Latin America.

Cerebras Systems has signed a lease for data centre capacity in a cluster owned by a large data centre company in Greater São Paulo, BNamericas reports. According to BNamericas, the deal had been under negotiation for a few months and moved from a pre-lease to a formal lease signed by both parties, with a formal announcement expected in the coming weeks. The operation is geared to AI inference and involves more than 30MW of local capacity, according to the report.

On its third quarter earnings call, Cerebras chief executive Andrew Feldman mentioned an upcoming expansion in Brazil without giving details. The company said more than 75% of the data centre capacity coming online in 2027 will be outside the US, with new facilities in Canada, France and Norway starting in the coming months. Cerebras has secured about 700 gross MW of capacity for delivery by the end of 2027.

Feldman said capacity is the company's main constraint and that its delays are "exclusively land, power, shell." Cerebras has acknowledged it is behind schedule on the first tranches of its 750MW take-or-pay contract with OpenAI and expects to be back on schedule in the second half of 2027.

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