Strategic Compute Capacity Planning Lead

Responsibilities

• Build the operating model for capacity planning across GPUs, CPUs, storage, and other critical infrastructure.
• Forecast demand across training, inference, research, product, and enterprise workloads.
• Translate demand forecasts into infrastructure requirements, including compute shapes, timing, location, vendor needs, and financial plans.
• Develop frameworks for allocating scarce capacity across competing research, product, and business priorities.
• Model ROI, total cost of ownership, utilization, and strategic tradeoffs for major compute and infrastructure decisions.
• Partner with Strategic Partnerships and infrastructure teams on capacity deals, vendor strategies, and supply commitments.
• Build scenario plans for demand spikes, supply constraints, product launches, and changes to the research roadmap.
• Establish an executive operating cadence for capacity reviews, allocation decisions, forecast updates, and escalations.
• Create clear visibility into supply gaps, demand risks, utilization tradeoffs, and infrastructure investment choices.
• Move capacity planning from an ad hoc process to a rigorous, repeatable, and forward-looking strategic function.

Requirements

• Strong experience in strategic planning, finance, operations, infrastructure strategy, partnerships, or complex commercial deals.
• Ability to translate technical requirements and uncertain demand signals into clear operating and financial plans.
• Experience evaluating infrastructure investments through ROI, cost, utilization, and scenario-based frameworks.
• Comfortable working across Research, Product, Engineering, Finance, and business teams with different priorities and planning horizons.
• Ability to create decision-making frameworks for allocating scarce resources across competing needs.
• Strategic judgment paired with a willingness to work hands-on, especially when building a new function or operating process.
• Strong communication skills to communicate complex tradeoffs clearly and drive alignment with senior technical and business leaders.
• Ability to operate effectively in a fast-moving environment where supply, demand, and organizational priorities can change quickly.

Nice-to-Haves

• Experience in infrastructure strategy or complex commercial deals.