Modal CEO: GPU capacity shouldn't be sold in rigid three-year contracts

In a Latent Space podcast, Modal CEO Erik Bernhardsson argued that AI workloads don't run in tidy three-year cycles, yet GPU capacity is mostly sold in rigid three-year contracts, creating a structural supply-demand mismatch.

2026-10-22 ~ 2026-10-23 · 2 related posts

• Modal CEO Erik Bernhardsson on why AI compute shouldn't be sold in 3-year rectangles — Latent Space · 2026-10-22

1 near-duplicate retellings: Latent Space