descriptive claim
Modal started renting Oracle capacity early to obtain A10 and H100 GPUs at favorable rates.
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
“Like, in, in the first few years, we did-- we got almost all the capacity pretty much from, from the hyperscalers, spot and on-demand capacity, mostly spot capacity, running in all the different regions, you know, using, uh, initially AWS, but also GCP and, and over time Azure. Uh, we, we started renting some capacity from Oracle pretty early 'cause we wanted, um, A10s and H100s, and we got really good rates on those.”13:36Report a misattribution
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