OpenAI announced a new offering called Guaranteed Capacity, enabling customers to secure long-term access to compute resources for powering artificial intelligence products, agents, and workflows.
The company said customers can choose between one, two, and three-year commitments, with discounts increasing based on the length of the agreement. The program is designed to provide enterprises with more certainty around access to AI infrastructure as demand for advanced models continues to rise.
OpenAI CEO Sam Altman said in a post on X that customers have increasingly requested guaranteed access to compute capacity.
“As models get better, we expect that the world will be capacity-constrained for some time,” Altman wrote.
Altman added that the new offering will help OpenAI better plan future infrastructure needs while giving customers predictable access to resources. He noted that Guaranteed Capacity will be available until the company sells out of its current allocation, though OpenAI intends to offer the program again in the future.
In the AI sector, compute refers to the computational infrastructure needed to train and operate large-scale AI models. Building and maintaining this infrastructure is costly and resource intensive. OpenAI has reportedly told investors it is targeting roughly $600 billion in total compute spending by 2030 as it expands its AI capabilities and infrastructure footprint.
OpenAI, which has been valued at more than $850 billion by private investors, has also been pursuing additional revenue streams as speculation grows around a potential IPO later this year. The company drew attention on Wall Street after signing several multi-billion-dollar compute agreements late last year, prompting questions about how it would finance such a large infrastructure expansion.
Altman previously addressed those concerns on X, stating that OpenAI expects to grow to hundreds of billions of dollars in sales by 2030. The new Guaranteed Capacity initiative could provide an early framework for how OpenAI commercializes and allocates compute infrastructure at scale.
Altman also said OpenAI will continue reserving sufficient capacity for its own products, including ChatGPT and the coding assistant Codex.
