4 sources healthy · latest episode 9 Nov 2026
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

In their words

The transcript segments this claim was taken from

“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...”
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