descriptive claim
Erik says OpenAI and Anthropic are buying heavily, but GPU capacity continues to come onto the market.
Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026
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“Like, if you're willing to pay more than everyone else and, and of course, Anthropic and OpenAI is buying up as much as they can and... But fundamentally, like there's constantly supply coming on the market.”18:23Report a misattribution
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