OpenAI announces new Guaranteed Capacity offering for customers to secure compute

Key points

• CEO of OpenAI Sam Altman arrives at the courthouse on the day of the trial in Elon Musk's lawsuit over OpenAI for-profit conversion at a federal courthouse in Oakland, California, U.S., May 12, 2026. OpenAI on Tuesday announced a new offering called Guaranteed Capacity, which allows customers to secure long-term access to compute to power their artificial intelligence products, agents and workflows.
• The company said customers can choose between one, two and three-year-long commitments, and it's offering discounts that increase based on those annual commitments, according to its website.
• "Customers are increasingly asking us for certainty on capacity.
• As models get better, we expect that the world will be capacity-constrained for some time," OpenAI CEO Sam Altman wrote in a post on X.
• Altman said the new offering will help OpenAI plan ahead, which he hopes will be a "big win-win." He added that OpenAI will offer Guaranteed Capacity until...