Product Manager (AI Infrastructure)

TL;DR

Product Manager (AI Infrastructure): Managing the GPU fleet lifecycle and hardware roadmap to build the world's best AI cloud with an accent on NVIDIA platform introductions and cluster configurations. Focus on translating customer demand into fleet investment recommendations and aligning partner roadmaps with silicon developments.

Location: Hybrid; must be based in Bellevue or San Francisco office 4 days per week

Salary: $338,000 – $438,000

Company

Lambda is a leader in AI cloud infrastructure, providing superintelligence compute to researchers and enterprises worldwide.

What you will do

• Define the GPU platform roadmap, including B200 and H200 class systems and future NVIDIA platforms.
• Lead new platform introductions end-to-end, from early roadmap alignment to general availability as GPU instances.
• Convert customer demand signals and benchmark data into fleet investment recommendations for executives.
• Specify node and cluster configurations (64 to 1,024+ GPUs) and InfiniBand fabric options to ensure high performance.
• Collaborate with NVIDIA and ODM partners to synchronize product plans with silicon and systems roadmaps.
• Partner with data center, supply chain, and engineering teams to create reliable, sellable hardware SKUs.

Requirements

• 7+ years of product management experience in technical infrastructure, hardware, or platform products (10+ years for senior candidates).
• Proven track record of turning data and customer signals into clear, actionable build decisions.
• Experience coordinating hardware, software, and operations teams to meet strict external deadlines.
• Ability to lead technical conversations on GPU architectures, interconnects, memory, and data center constraints.
• Experience making significant capital investment recommendations for fleet or capacity planning.
• Must be based in and able to work from Bellevue or San Francisco offices 4 days per week

Nice to have

• Direct experience in GPU, accelerator hardware, or HPC product management.
• Previous experience within the semiconductor, OEM/ODM ecosystem, or direct collaboration with NVIDIA.
• Experience owning cloud infrastructure capacity planning or fleet economics.
• Hands-on familiarity with distributed training infrastructure, including NCCL and InfiniBand fabrics.

Culture & Benefits

• Generous cash and equity compensation packages.
• Comprehensive health, dental, and vision coverage for employees and dependents.
• 401k plan with 2% company match for US-based employees.
• Flexible paid time off policy.
• Wellness and commuter stipends for select roles.