Lambda

Lambda

Demand & Supply Planning Manager

San Francisco Office (Fremont St) · Senior

Sponsorship not specifiedDetected 9 days ago
PythonSQLCloud PlatformsMachine LearningProject ManagementForecastingSupply ChainLogisticsProcurementERPCadenceResearchLeadershipS&OPDemand Planning

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37Risky
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

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About the role

  • Because this is a net-new team, you will have a real hand in defining how planning works at Lambda: the processes, the cadence, the metrics, and the tools.
  • You will work closely with Sourcing (ODM/OEM), Commodity Management, Operations and Logistics, Data Center Engineering, Finance, and Go-to-Market to bring capacity online on schedule.
  • Because this is a net-new team, you will have a real hand in defining how planning works at

Responsibilities

  • Own the demand forecast for your assigned portfolio, translating data center deployment plans, customer commitments, and capacity roadmaps into a unit-level, time-phased view of what we need and when.
  • Build and maintain forecast models, assumptions, and scenarios (base, upside, downside), and track forecast accuracy and bias over time.
  • Partner with Go-to-Market, Project Management, Finance, and Data Center Engineering to keep the demand signal current as customer commitments, cluster designs, and site readiness change.
  • Convert demand into supply and build plans for finished systems, racks, and networking equipment, including ODM/OEM build slots, integration capacity, and delivery schedules.
  • Align partner manufacturing capacity and lead times with the demand forecast, and drive resolution when supply and demand do not match.
  • Lead execution timing across the supply chain, setting and driving the schedule so that material procurement is placed and delivered on time to support build and deployment commitments.
  • Plan for new platform introductions and transitions, coordinating build schedules, ramp timing, and cutover so that new and legacy platforms are supplied without gaps or excess.
  • Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove
  • Experience planning long-lead, allocation-constrained components such as accelerators, memory, storage, power, or cooling.
  • A clear communicator and strong collaborator who builds trust with partners and internal stakeholders

Requirements

  • Experience planning data center switching, routing, or high-speed fabric hardware at scale, including scale-up and scale-out AI fabrics.
  • Experience planning network equipment deployments alongside compute and storage so that clusters are delivered complete.
  • Experience with BOM explosion and managing component-level supply and demand, including allocation, buffer strategy, and shortage mitigation, and connecting it to finished-goods build plans.

Nice to have

  • Experience planning through new product introductions, platform transitions, and rapid capacity ramps.
  • Experience managing allocation and shortage scenarios for constrained components such as accelerators, memory, optics, power, and cooling.
  • Experience implementing or scaling planning tools and platforms, and working fluency in SQL, Python, or BI tools.
  • APICS/ASCM certification (CPIM, CSCP) or equivalent.
  • Willingness to travel domestically and internationally as needed.
  • Bachelor's degree in Engineering, Supply Chain, Business, or related field
  • advanced degree a plus.
  • For the ODM Racks role:

Skills

  • Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence.
  • One person, one GPU.
  • the processes, the cadence, the metrics, and the tools.

Compensation

  • The annual salary range for this position has been set based on market data and other factors.
  • However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description.
  • We offer generous cash & equity compensation

Benefits

  • We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG

Company info

  • Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers.
  • Our customers range from AI researchers to enterprises and hyperscalers.
  • Founded in 2012, with 500+ employees, and growing fast
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