Introducing ASpec
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Modal vs Wafer

Wafer sells agent-tuned inference on open models via per-token serverless or dedicated endpoints. Modal sells raw serverless GPUs. Tuned serving handed to you versus serving you build.

By The Subconscious Team · Updated

Modal vs Wafer: key differences

Wafer is what a team gets if it outsources the serving engineering. Its agents profile a workload, try configs across batching, decoding, quantization, engines, kernels and hardware, then deploy the winner and keep re-tuning, on NVIDIA or AMD. Wafer reports its Qwen 3.5 397B running 2.8x faster than stock SGLang. Modal gives developers the GPUs and container orchestration but leaves the serving stack to them, typically something like vLLM, which is the baseline Wafer says it beats. Wafer owns the tuning; on Modal, you do.

For coding agents on large open models, Wafer's per-token API is far simpler than serving one yourself on Modal. For a dedicated endpoint with a strict latency SLO and no kernel engineers, Wafer's managed tuning is the pitch. Modal wins for custom models, non-LLM work, fine-tuning and agent sandboxes, with a Python-native workflow and $30 in free monthly credits. Keep in mind that Wafer is a 2025 company with few hosted models, and its speed figures compare against untuned stacks.

What Modal and Wafer do

Modal

Modal is serverless compute with GPUs attached. A developer decorates a Python function with the hardware it needs, such as gpu="H100", and Modal builds the container, schedules it, autoscales it and scales it back to zero. Billing runs per second with no minimum increment, from $0.59 an hour for a T4 to $3.95 for an H100 at list. Containers can hold up to 8 GPUs across T4 through B300.

Example models: none hosted by default; teams deploy their own, such as open LLMs on vLLM or Whisper

Full Modal profile

Wafer

Wafer builds AI agents that act as GPU performance engineers, then sells inference on the stacks those agents tune. The company came out of Y Combinator's Summer 2025 batch as a "Cursor for CUDA" that turned slow PyTorch into custom kernels. Founders Emilio Andere and Steven Arellano are based in San Francisco. Wafer raised a $4M seed led by Fifty Years in April 2026 and a $40M Series A co-led by Marathon and Chemistry in September 2026 at a $220M post-money valuation, with AMD Ventures and Wing joining. Its agents profile a workload, generate candidate configs across batching, decoding, quantization, engines, kernels and hardware, measure each one and deploy the winner.

Example models: GLM-5.3, DeepSeek V4.1 Flash

Full Wafer profile

Should you choose Modal or Wafer?

Modal

Choose Modal for

  • Custom models and non-LLM GPU jobs.
  • Teams that want to own their serving code.
  • Fine-tuning, batch and sandboxes on one platform.

Wafer

Choose Wafer for

  • Big open models at interactive speed for coding agents.
  • Latency-SLO endpoints without in-house kernel engineers.
  • Per-token billing with no GPUs to manage.

Modal vs Wafer at a glance

AttributeModalWafer
Model accessBring your own weightsOpen weights
Flagship modelsNone hostedGLM-5.3, DeepSeek V4.1 Flash
Speed~1s container boot~168 tok/s on GLM-5.3; 2–2.8x vs stock vLLM or SGLang (vendor)
PricePer second; H100 $3.95/hr listPer token, prepaid credits
CustomizationRun any training codeAgent-tuned dedicated deployments
DeploymentServerless GPU containersServerless, dedicated
Long contextDepends on the model you deployUp to 1M (GLM-5.3, DeepSeek V4.1 Flash)

Frequently asked questions

What is the difference between Modal and Wafer?

Wafer sells agent-tuned inference on open models via per-token serverless or dedicated endpoints. Modal sells raw serverless GPUs. Tuned serving handed to you versus serving you build.

When should I choose Modal over Wafer?

Custom models and non-LLM GPU jobs; Teams that want to own their serving code; Fine-tuning, batch and sandboxes on one platform.

When should I choose Wafer over Modal?

Big open models at interactive speed for coding agents; Latency-SLO endpoints without in-house kernel engineers; Per-token billing with no GPUs to manage.

Is Modal or Wafer cheaper?

Modal: Per second; H100 $3.95/hr list. Wafer: Per token, prepaid credits. The cheaper choice depends on the model and workload.

Which has more context, Modal or Wafer?

Modal: Depends on the model you deploy. Wafer: Up to 1M (GLM-5.3, DeepSeek V4.1 Flash).

Related comparisons

Running long-horizon agents?

If your agents run past 200K tokens, compare both against Subconscious. Our inference stack treats a long-horizon trace as the primary workload, so speed, cost, and accuracy hold up deep into the trace.