Commodity Sourcing Manager – AI Infrastructure

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 Jose, San Francisco or Bellevue office location 4 days per week; Lambda’s designated work from home day is currently Tuesday.

We are seeking an experienced Commodity Sourcing Manager to own sourcing strategy, supplier negotiations, and supply assurance for critical commodities across our rapidly growing AI Data Center Supply Chain. This individual contributor role owns the end-to-end commercial and sourcing relationship for a defined commodity or set of commodities within the AI compute ecosystem — spanning categories such as custom silicon, GPUs/CPUs, network hardware, power and cooling infrastructure (CDUs, PDUs, racks), and memory/storage. Commodity assignments will flex based on business need, and the ideal candidate is a versatile sourcing professional capable of ramping quickly across the full range of hardware that goes into a GPU rack, rather than a specialist in a single technology domain. You will drive negotiations, manage supplier performance, and build sourcing strategies that ensure supply continuity, cost competitiveness, and scalability as our infrastructure grows. The ideal candidate combines strong general technical fluency across hardware and infrastructure components with sharp commercial instincts — equally comfortable running a multi-million to multi-billion-dollar negotiation as they are digging into component-level technical detail with engineering partners, regardless of the underlying technology. You will work closely with Engineering, Hardware, Data Center Infrastructure, Supply Chain Planning, Finance, Legal, and Operations to secure supply, optimize commercial terms, and manage risk across your assigned commodities. What You’ll Do Commodity Sourcing Strategy Own and execute sourcing strategy for assigned commodities within the AI infrastructure stack, which may include custom silicon, GPUs/CPUs, network hardware, power/cooling infrastructure, memory/storage, or other hardware categories that go into a GPU rack. Develop category strategies aligned to roadmap requirements, capacity forecasts, and long-term infrastructure growth, regardless of the specific technology domain. Identify and drive supply diversification, second-source development, and risk mitigation plans for constrained or fast-scaling categories. Build and maintain market intelligence across assigned commodities, including supply/demand dynamics, capacity constraints, technology roadmaps, and competitive landscape. Quickly ramp technical and market fluency in new commodity areas as business needs and assignments evolve. Commercial Negotiation & Contracting Lead commercial negotiations with hardware and component suppliers, including: Master supply and purchase agreements Capacity commitments and allocation frameworks Pricing, cost-downs, and cost structures Non-recurring engineering (NRE) and design/tooling agreements Service, quality, and performance terms Build and execute negotiation strategies that balance cost, supply security, and flexibility, applying consistent commercial rigor across different commodity types. Partner with Legal and Finance to structure and finalize contracts and commercial terms. Supplier Management Manage day-to-day and executive-level relationships with strategic suppliers across assigned commodities. Lead supplier business reviews, scorecards, escalation management, and performance improvement plans. Partner with suppliers on capacity planning, allocation, roadmap alignment, and supply readiness. Serve as the primary point of contact and escalation owner