4 sources healthy · latest episode 9 Nov 2026
prediction claim

Modal expects to pursue multiple approaches to secure the compute capacity it needs for 2027.

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 we're, we're-- It's-- To get the capacity we need for, for twenty twenty-seven, it's gonna take a lot of work on, on, you know, s- going a lot of different avenues to, to, to lock it up.”
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