OpenAI announces new Guaranteed Capacity offering for customers to secure compute

OpenAI announced a new offering on Tuesday: Guaranteed CapacityThis allows customers to secure long-term access to computing to power AI products, agents, and workflows.

Customers can choose between one-, two- and three-year commitments and offer increasing discounts based on those annual commitments, the company said. website.

“Customers are increasingly asking us for certainty about capacity. As models improve, we expect the world to 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 and hopes it will be a “big win-win.” He added that OpenAI will offer Guaranteed Capacity until its current allocation runs out, but the company plans to offer it again in the future.

In the AI ​​industry, computing refers to the computing power and resources required to train and run large AI models. It is extremely expensive and difficult to build on a large scale. OpenAI told investors it is targeting about $600 billion in total computing spending by 2030, CNBC previously reported.

OpenAI, valued at more than $850 billion by private investors, is aiming to raise more revenue as it prepares for a potentially massive IPO later this year. The company unnerved Wall Street by signing multibillion-dollar computing deals late last year and sparked debate about how OpenAI could afford such a massive infrastructure buildout.

Altman repeatedly dismissed their concerns, writing: a post on x In November, OpenAI’s sales are expected to reach hundreds of billions by 2030. The company’s new Guaranteed Capacity program could help lay the groundwork for what the computing business model will eventually look like.

In Tuesday’s post, Altman said OpenAI will make sure it leaves enough capacity for its products like ChatGPT and coding assistant Codex.

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