Director - AI Capacity Business Development

Microsoft's mission is to empower every person and every organization on the planet to achieve more. As AI transforms every product, service, and industry, access to world-class AI infrastructure has become one of Microsoft's most critical strategic priorities. The scale, efficiency, and flexibility of our AI capacity investments directly impact our ability to serve customers, accelerate innovation, and maintain leadership in the AI era. The Azure Core & Infrastructure Business Development organization drives strategic partnerships, ecosystem development, and new business models across the infrastructure that powers Microsoft's cloud and AI platforms. We work closely with engineering, product, finance, supply chain, and strategy leaders to determine where Microsoft should build, buy, partner, or invest to accelerate growth, improve economics, expand capacity, and deliver differentiated customer value. We are seeking a Director, AI Capacity Business Development to lead Microsoft's external strategy and partnership ecosystem for AI capacity. This leader will shape how Microsoft sources, acquires, deploys, and optimizes AI infrastructure capacity across a rapidly evolving market that includes hyperscalers, neocloud providers, GPU-as-a-Service (GPUaaS) platforms, model developers, datacenter operators, and emerging AI infrastructure companies. This role sits at the intersection of technology strategy, capacity planning, business development, and executive decision making. The successful candidate will help define Microsoft's long-term AI capacity strategy, manage key ecosystem partnerships, evolve Microsoft's approach to neoclouds and alternative infrastructure providers, and influence some of the company's most important decisions regarding where and how AI workloads should be deployed. In this role, you will: Develop a deep understanding of AI infrastructure markets, capacity constraints, emerging technologies, customer demand signals, and indusrty dynamics. Shape Microsoft's multi-year AI capacity sourcing and partnership strategy. Drive strategic assessments of build, buy, partner, and invest opportunities across the AI ecosystem. Lead complex commercial negotiations involving infrastructure capacity, compute platforms, and strategic partnerships. Influence executive decision making related to AI infrastructure deployment, capacity optimization, supply management, and ecosystem strategy. Ensure Microsoft makes the best possible decisions regarding how AI capacity is deployed internally and made available to customers. This role offers a unique opportunity to influence the future of Microsoft's AI infrastructure strategy and help determine how the company scales the next generation of AI services globally.

AI Capacity Strategy Develop Microsoft's strategic roadmap for external AI capacity acquisition and ecosystem engagement. Create and maintain a comprehensive view of the global AI infrastructure landscape, including hyperscalers, neoclouds, GPUaaS providers, model companies, datacenter operators, infrastructure startups, and hardware vendors. Evaluate capacity supply, technology trends, cost structures, performance characteristics, and partner capabilities to inform executive decision making. Drive strategic recommendations regarding how Microsoft should allocate AI workloads across internal and external infrastructure environments. Develop frameworks for assessing long-term capacity requirements, market opportunities, and infrastructure investment priorities. Partner with executive leaders to shape Microsoft's AI capacity and ecosystem strategy. GPUaaS and Strategic Partnerships Co-develop Microsoft's business development strategy for GPUaaS and external AI infrastructure providers. Manage relationships with strategic AI infrastructure partners and emerging ecosystem players. Evaluate partnership opportunities that improve Microsoft's access to capacity, increase operational flexibility, reduce