Ultraman asserts that the world will fall into a computing power shortage, OpenAI launches 1-3 year long-term computing contracts with discounts According to Beating monitoring, competition among large models is evolving into a direct grab for underlying physical computing power. OpenAI launches the "Computing Power Guarantee" service, where companies can lock in computing power access and receive token tiered discounts based on their promised amount by committing to 1 to 3 years of capital consumption. CEO Sam Altman warns that as big models become increasingly powerful, global computing power will be limited for a long time in the future. The issue of money is pressing over, and this long-term contract is essentially a two-way mutual benefit: companies spend money to lock in the stable computing power of AI agents and production systems, while OpenAI can plan and expand its next-generation infrastructure more securely by receiving funding in advance. The quota for this plan has a clear physical upper limit. Sam Altman clearly stated that the current allocated quota will be sold out and the underlying system must have sufficient computing power to prioritize the normal operation of core products such as ChatGPT and Codex. [Original link]