AI capacity scarcity is shifting FinOps priorities from cost optimization to securing and governing AI infrastructure. Cloud providers have announced capacity constraints, making access a limiting factor for innovation. Organizations now hold or reserve idle GPUs to avoid losing access, even at higher costs. Each cloud provider uses different capacity reservation constructs, adding complexity for multicloud users. FinOps teams must normalize these constructs to compare commitments across providers. AI FinOps tools lack visibility into capacity reservations, creating an opportunity for differentiation. Capacity management is now as critical as cost management in AI FinOps. The primary challenge is ensuring AI infrastructure demand does not outpace available capacity.