Demand & Supply Planning Manager

The posting, as Lambda wrote it

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

If you'd like to build the world's best AI cloud, join us.

Note: This position requires presence in our San Francisco or San Jose office location 4 days per week; Lambda's designated work from home day is currently Tuesday.

About the Role

We are seeking experienced Demand & Supply Planning Managers to help build a brand-new planning function for Lambda's data center hardware, as part of Lambda's Supply Chain team, which makes sure the right systems, racks, and networking equipment are in the right place at the right time to power our rapidly growing AI cloud footprint.

You will own the planning process that connects what our customers and data center deployments need with what our ODM/OEM partners and component suppliers can deliver: building and maintaining demand forecasts, translating them into supply and build plans, balancing capacity and inventory against deployment schedules, and surfacing constraints early enough for the business to act on them.

The ideal candidate has planned complex, long-lead-time hardware in a high-growth environment. You are comfortable pressure-testing a forecast, building a supply plan from the bill of materials up, running a rigorous S&OP cycle, and telling leadership clearly where the risks are and what trade-offs are on the table, while moving fluidly between strategic planning and the details that make or break a deployment.

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.

What You'll Do

Demand Planning & Forecasting

• 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.
• Establish clear forecast input ownership, cadence, and change-control so that upstream changes are visible and acted on quickly.

Supply Planning & Capacity Alignment

• Convert demand into supply and build plans for finished systems, racks, and networking equipment, including ODM/OEM build slots, integration capacity, and delivery schedules.

[…]
ical and commercially minded, able to move between a detailed forecast model and an executive conversation about trade-offs

• Data-driven, decisive, and execution-oriented
• Comfortable with leveraging AI tools in everyday workflows
• A clear communicator and strong collaborator who builds trust with partners and internal stakeholders
• Comfortable building process and structure in a fast-growth, ambiguity-rich environment
• Proactive at finding risk early and bringing options, not just problems

Salary Range Information

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.

About Lambda

• Founded in 2012, with 500+ employees, and growing fast
• 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
• We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG
• Our values are publicly available: https://lambda.ai/careers
• We offer generous cash & equity compensation
• Health, dental, and vision coverage for you and your dependents
• Wellness and commuter stipends for select roles
• 401k Plan with 2% company match (USA employees)
• Flexible paid time off plan that we all actually use

Equal Opportunity Employer

Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.