prediction claim
Erik says GPU hardware prices are rising in an unusual period whose duration is uncertain and could be six to 36 months.
Unresolved speaker · Why AI Compute Comes in Rectangles — Erik Bernhardsson, Modal CEO · 22 Oct 2026
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“So we're a little bit in like a weird sort of period of time where like hardware prices are going up and, you know, it, it's hard to say, you know, h-how long this is gonna last, you know?”
“Could be another six months, could be another thirty-six months. Like, it's really hard to, to, to know how, how, how long and...”18:47Report a misattribution
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