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

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 company’s 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.

Guaranteed Capacity

The company recently revealed it had 900 million weekly ChatGPT users, but earlier WSJreporting indicated that OpenAI failed to reach internal targets in 2025, including user numbers.

That article also revealed potential tension...

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Guaranteed Capacity

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