4 sources healthy · latest episode 9 Nov 2026
prediction claim

Erik thinks alternative accelerators are increasingly interesting and predicts, with uncertainty, that 2027 might be the year non-NVIDIA accelerators gain prominence, despite having made similar incorrect predictions before.

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

“I, I think the alternative accelerators are starting to get very interesting. It is, you know, ironically.”
“Like, every, [chuckles] every year in the last five, maybe even ten years, I've been saying, "You know, like, next year it's gonna be the year of, like, non-NVIDIA accelerators," and, and then I'm always wrong.”
“But, but I do think 2027 might be the year of non-NVIDIA accelerators finally. So we'll, we'll see if I'm wrong this year too. But... So I, I...”
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