4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Modal currently rents all its compute capacity, usually through three-year contracts, while considering whether to purchase capacity instead.

Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026

In their words

The transcript segments this claim was taken from

“Hmm. We rent all the capacity so far, um, you know, on, on, on typically these three-year deals. And that's, like, a big decision. Like, should we buy? Should, should we you know, you know, or should we keep renting?”
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