4 sources healthy · latest episode 9 Nov 2026
descriptive claim

Erik says Modal can obtain smaller capacity blocks at good prices worldwide, citing 32 nodes in Armenia and 128 nodes in Indonesia.

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

“Uh, part of it is also because they have to do a lot of training runs, so they need to have like very large blocks. But there's plenty of capacity out there, you know. You can get thirty-two nodes in Armenia.”
“You can get hundred and twenty-eight nodes in Indonesia. Like, you know, like we love that kind of shit.”
“Like, you know, so, so we can go out there and like get a lot of, you know, smaller capacity all over the world, pretty good prices.”
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