Compute Finance and Strategy
Own the financial and strategic architecture for global compute supply, including pricing, provider diligence, capital allocation, and margin models. The role requires 4+ years of finance or strategy experience, exceptional modeling skills, commercial judgment, and curiosity about AI infrastructure.
About the job
Responsibilities
Compute Economics
- Build and own financial models for compute supply, including per-cluster economics, contract structures, hardware generations, geographies, and providers.
- Model reserved versus spot tradeoffs, term length, commitment level, hardware generation, provider mix, and geography.
- Own margin architecture by workload, customer, product, and contract.
- Model long-term P&L outcomes under multiple demand and pricing scenarios.
Strategic Bets and Capital Allocation
- Advise leadership on provider commitments, hardware generations, geographic expansion, and scaling decisions.
- Build financial frameworks for ambiguous strategic questions.
- Own long-range planning, scenario models, and capital allocation across compute, headcount, and product investment.
Provider Engagement and Diligence
- Engage with neoclouds, hyperscalers, and emerging providers on economic and technical diligence.
- Lead the financial side of supply qualification and commercial negotiations.
- Translate technical performance characteristics into commercial recommendations.
- Build repeatable analytical processes for evaluating new global supply-market entrants.
Market Intelligence
- Track pricing, availability, and provider dynamics across major markets.
- Develop views of provider credibility, pricing, supply constraints, and upcoming capacity.
- Establish the analytical basis for supply commitments, flexibility, and geographic positioning.
Cross-functional Partnership
- Partner with Strategic Finance on compute economics and company P&L.
- Partner with Engineering on technical performance characteristics driving cluster economics.
- Partner with Sales and Product on consumption-based and hybrid pricing.
- Build board-ready analyses on supply strategy, capital allocation, and market positioning.
Requirements
- 4–7+ years in roles combining financial rigor with strategic or operational engagement.
- Relevant backgrounds may include investment banking, private equity, growth equity, quantitative or strategist roles, infrastructure investing, project finance, structured credit, strategic finance, or business operations.
- Experience with infrastructure, cloud, semiconductors, technology, AI infrastructure, or compute-intensive companies is valuable.
- Exceptional financial modeling and analytical skills; able to build models reflecting how the business operates.
- Genuine technical curiosity and willingness to develop fluency in GPU architectures, networking, cluster performance, and compute economics.
- Strong commercial and strategic judgment.
- Comfortable engaging directly with vendors, partners, and senior provider-company counterparts.
- Able to build rigorous models, brief leadership, and run diligence with senior stakeholders.
- High ownership and initiative.
- AI-native working style using LLMs, automation, and programmatic tools.
Nice-to-haves
- Experience modeling data center, colocation, cloud, or power and energy economics.
- Background covering AI infrastructure, cloud providers, semiconductors, or compute marketplaces.
- Experience with cluster benchmarking, training or inference workload economics, or compute marketplaces.
Compensation and Benefits
- Cash compensation range: $200,000–$300,000, plus meaningful equity.
- Flexible work arrangement, remote or in San Francisco.
- Visa sponsorship and relocation support.
- Professional development budget.
- Team off-sites.
Skills
Financial Modeling, Compute Economics, Gpu Architectures, Cloud Economics, Capital Allocation, Scenario Modeling, P&L Modeling, Market Intelligence, Provider Diligence, Pricing Strategy, Networking, Cluster Performance, LLMs, Automation, Programmatic Tools
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