OpenAI will now let your company pay to ensure 'guaranteed capacity' for up
to three years

Date:
Tue, 26 May 2026 21:05:00 +0000

Description:
OpenAI launches 'Guaranteed Capacity' for enterprises to lock in long-term, uninterrupted compute to reduce the impacts of downtime.

FULL STORY ======================================================================Copy link Facebook X Whatsapp Reddit Pinterest Flipboard Threads Email Share this article 0 Join the conversation Follow us Add us as a preferred source on Google Newsletter Subscribe to our newsletter OpenAI's 'Guaranteed Capacity' allows large enterprises to lock in up to three years of guaranteed compute
In return, OpenAI gets predictable revenue to fund ongoing data center expansion Stargate also introduced new closed-loop water cooling system in major sustainability leap ChatGPT maker OpenAI has announced a new
Guaranteed Capacity plan for enterprises who want to lock in and reserve long-term access to the companys compute infrastructure.

This strategic shift comes as AI companies face increased pressure from
rising enterprise AI adoption, which can lead to occasional downtime. OpenAI recently revealed that around 40% of its $2 billion monthly revenue comes
from enterprise customers a figure it expects to continue to grow. Latest Videos From You may like OpenAIs enterprise push shows no sign of slowing
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and Microsoft make a huge change to their exclusive partnership Guaranteed Capacity The company recently revealed it had 900 million weekly ChatGPT users, but earlier WSJ reporting indicated that OpenAI failed to reach internal targets in 2025, including user numbers.

That article also revealed potential tension between CDO Sarah Friar, who advocates financial discipline, and CEO Sam Altman, who takes a buy
everything approach.

The Guaranteed Capacity program is designed specifically for large-scale applications and agentic automation that require continual and uninterrupted compute, rather than smaller companies that want to avoid the occasional outage.

Eligible companies can request upwards of 1B tokens per minute in terms of capacity, and pricing is tied directly to annual spending levels across one-, two- and three-year plans. Are you a pro? Subscribe to our newsletter Sign up to the TechRadar Pro newsletter to get all the top news, opinion, features
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Customers can draw down from this commitment across the portfolio of OpenAI products, the company said.

Company CEO Sam Altman said in an X post that the update comes in response to customer feedback, and that it would be available until we sell out of our current allocation for this program. We will significantly expand our compute capacity, OpenAI says Altman also admitted that predictable revenue from
large enterprise contracts and Guaranteed Capacity applicants would help the company to plan, giving it access to more consistent cash to build out future data centers. What to read next ChatGPTs backup model just got smarter as OpenAI adds a new Pro option Oracle and OpenAI drop plans for mega Stargate
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Our intention remains to build as much compute as fast as we can, Altman added.

OpenAIs headline-grabber is the Stargate project, which attracted collaboration from Microsoft , Oracle and others. When it was first announced in January 2025, the company targeted 10GW of US AI infrastructure by 2029 a figure it had reached just over a year later. In April, the firm noted that
it had also recently acquired a further 3GW of capacity.

With plans to significantly expand [its] compute capacity in the years ahead, OpenAI and partners are already scouting out future locations across the US, noting the progress data centers have made in terms of sustainability too.

Each building in its flagship Abilene, Texas campus requires the equivalent
of two Olympic-sized swimming pools of water, but instead of traditional evaporative cooling towers, it uses a closed-loop system where water recirculates through sealed pipes.

Annual water use for the entire cooling system at full buildout is expected
to be comparable to a medium-sized office building, or about four average households, the company declared.

By offering companies a way to secure up to three years of dedicated compute, OpenAI is ultimately building predictability into its revenue in order to sustain ongoing data center buildout and improve efficiency further. Follow TechRadar on Google News and add us as a preferred source to get our expert news, reviews, and opinion in your feeds.



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