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OpenAI introduces Guaranteed Capacity to let eligible customers secure long-term compute access across supported cloud providers via 1-3 year commitments and spend-linked discounts

Targets organizations running critical AI workloads and production infrastructure.

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Original post

so OpenAI is now offering a hedging instrument called "Guaranteed Capacity" that protects businesses from becoming part of the permanent underclass ?

12:41 PM · May 19, 2026 View on X

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.

we are offering discounted tokens for 1-3 year commits.

(it also helps us plan, so hopefully a big win-win.)

OpenAIOpenAI@OpenAI

Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute. We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably. Now, Guaranteed Capacity helps customers plan ahead for critical workloads in a compute-constrained world. http://openai.com/guaranteed-capacity

7:44 PM · May 19, 2026 · 1.7M Views
7:59 PM · May 19, 2026 · 963.1K Views

we will offer this until we sell out of our current allocation for this program. (we will make sure to leave enough capacity for ChatGPT, Codex, etc.)

we plan to offer it again in the future; our intention remains to build as much compute as fast as we can.

Sam AltmanSam Altman@sama

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. we are offering discounted tokens for 1-3 year commits. (it also helps us plan, so hopefully a big win-win.)

7:59 PM · May 19, 2026 · 963.1K Views
8:29 PM · May 19, 2026 · 135.9K Views

we are offering discounted tokens and certainty on capacity availability in exchange for 1-3 year commits.

we expect that the world will feel increasingly capacity constrained for the next while, as models continue to get much more useful.

OpenAIOpenAI@OpenAI

Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute. We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably. Now, Guaranteed Capacity helps customers plan ahead for critical workloads in a compute-constrained world. http://openai.com/guaranteed-capacity

7:44 PM · May 19, 2026 · 1.7M Views
10:25 PM · May 19, 2026 · 300.8K Views

This should be a win-win for OpenAI and any company that believes that the value they get from AI is essential to their operations!

OpenAIOpenAI@OpenAI

Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute. We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably. Now, Guaranteed Capacity helps customers plan ahead for critical workloads in a compute-constrained world. http://openai.com/guaranteed-capacity

7:44 PM · May 19, 2026 · 1.7M Views
8:23 PM · May 19, 2026 · 6.2K Views

OpenAI is guaranteeing compute capacity for 1-3 years.

OpenAIOpenAI@OpenAI

Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute. We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably. Now, Guaranteed Capacity helps customers plan ahead for critical workloads in a compute-constrained world. http://openai.com/guaranteed-capacity

7:44 PM · May 19, 2026 · 1.7M Views
7:48 PM · May 19, 2026 · 13.2K Views
Sam AltmanSam Altman@sama

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. we are offering discounted tokens for 1-3 year commits. (it also helps us plan, so hopefully a big win-win.)

7:59 PM · May 19, 2026 · 963.1K Views
8:03 PM · May 19, 2026 · 3.7K Views

Token costs will become a dominant topic in enterprises going forward with AI. Just got out of a dinner with many Fortune 500 enterprise CIOs and this was the most heated topic.

A mix of strategies are being employed, but basically no one feels like they have the right solution. A mix of: figuring out how to prioritize workloads to different models, giving out access to better or worse agents by user type, setting different spend caps by team, having teams justify AI by their use-case, and some just having unfettered access.

Everyone is trying to figure out a semi/predictable model right now in a world where the underlying tech and cost models are constantly evolving.

OpenAIOpenAI@OpenAI

Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute. We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably. Now, Guaranteed Capacity helps customers plan ahead for critical workloads in a compute-constrained world. http://openai.com/guaranteed-capacity

7:44 PM · May 19, 2026 · 1.7M Views
5:08 AM · May 20, 2026 · 66K Views
Lisan al GaibLisan al Gaib@scaling01

so OpenAI is now offering a hedging instrument called "Guaranteed Capacity" that protects businesses from becoming part of the permanent underclass ?

7:41 PM · May 19, 2026 · 5.7K Views
7:41 PM · May 19, 2026 · 2.1K Views

Klarna for tokens is wild lmao.

OpenAIOpenAI@OpenAI

Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute. We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably. Now, Guaranteed Capacity helps customers plan ahead for critical workloads in a compute-constrained world. http://openai.com/guaranteed-capacity

7:44 PM · May 19, 2026 · 1.7M Views
7:54 PM · May 19, 2026 · 2.2K Views
OpenAI introduces Guaranteed Capacity to let eligible customers secure long-term compute access across supported cloud providers via 1-3 year commitments and spend-linked discounts · Digg