Senior Product Manager - AI Infrastructure Competitive Strategy
Core
Lead competitive assessments of AI infrastructure (accelerators, CPUs, memory, networking, storage) to evaluate platform competitiveness and total cost of ownership for Azure's Maia, Cobalt, and AI systems roadmaps.
Role type
Senior Product Manager - AI Infrastructure Competitive Strategy
Builds
Analytical models, dashboards, and decision-ready views of the competitive landscape for Azure AI systems.
Domain
Cloud Infrastructure / Semiconductors / AI Systems
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Competitive analysis, quantitative analysis, cost modeling, total cost of ownership analysis, market analysis, capacity analysis, financial modeling, structured problem-solving, hypothesis development, cross-functional collaboration, executive communication, technology strategy, supply chain analysis, semiconductor development knowledge, hardware ecosystem analysis, workload performance analysis, system-level power analysis, investment decision support, product roadmap influence.
Preferred skills
Management consulting experience, corporate strategy experience, technology strategy experience, cloud infrastructure experience, semiconductor experience, AI systems experience, datacenter hardware experience.
Technologies
Azure Maia, Azure Cobalt, AI accelerators, CPUs, high-bandwidth memory, advanced packaging, networking, storage, server systems, rack-scale architecture, foundry processes, substrates, assembly and test, hardware manufacturing.
Responsibilities
Lead competitive assessments of AI infrastructure components; Evaluate competitor and industry roadmaps across architecture, performance, power, and supply chain; Develop analytical models connecting product specs to competitiveness and cost; Synthesize inputs from engineering, finance, and market research into decision-ready views; Identify key technology decision points and assess implications for future products; Partner with architecture, engineering, finance, and product-planning teams to align assumptions; Establish repeatable analyses and dashboards to improve consistency and transparency.
Seniority
Senior, hands-on IC with strategic influence
