Nvidia’s New CPU Wins Business From AI Startup Modal

The significance here is less about raw performance than about ecosystem lock-in: Modal's first-time support for Nvidia's CPU design, paired with heavy software rework, signals that Nvidia is extending its AI footprint beyond GPUs into the compute stack underneath agent workloads. Modal's fresh capital and aggressive revenue ambitions give it room to absorb that switching cost. The open question is whether the reported doubling holds up in production and whether other agent-focused platforms follow Modal into Nvidia's CPU architecture, or treat it as a one-off integration.