93.4M (+94% Y/Y) and a NEW multi-year $20B+ OpenAI deal for 750MW of inference compute headline; AWS Trainium-3 prefill partnership added — but CBRS -9.07% to $206.15 (~-$5B cap) as core net loss $2.5M and FY26 core revenue guide $855–$865M underwhelm" />
93.4M (+94% Y/Y) and a NEW multi-year $20B+ OpenAI deal for 750MW of inference compute headline; AWS Trainium-3 prefill partnership added — but CBRS -9.07% to $206.15 (~-$5B cap) as core net loss $2.5M and FY26 core revenue guide $855–$865M underwhelm" />