Director, On-Demand Capacity Planning

About the role

You are the commercial architect of our physical supply chain, orchestrating the intricate balance between long-lead, massive GPU deployments and the unpredictable surges of customer demand to safeguard yield management. This role requires a player-coach mentality as you construct the precise mathematical models that dictate how we allocate our compute power, moving beyond traditional software forecasting into the realm of rigid physical hardware constraints. You will navigate the inherent ambiguity of deployment schedules, building the foundational capacity allocation frameworks that serve as the bedrock for monetization. A critical part of your mission involves ensuring that we never leave a cluster unmonetized while simultaneously acting as the fierce guardian of our SLAs for existing enterprise commitments. You will partner across functions to translate physical realities into commercial strategy, turning constraints into optimized opportunities. This is a position of significant influence where your decisions directly impact the financial health and operational efficiency of the infrastructure. You will be responsible for creating the language of capacity that the entire organization understands and acts upon.

Key facts

What you'll do

Define and manage the core capacity allocation frameworks that balance volatile on-demand spot instances against long-term, high-margin reserved customer commitments.

Partner intimately with Nscale Engineering and Supply Chain to forecast exact cluster availability and translate those physical deployment dates into viable, sellable inventory for the sales floor.

Build dynamic financial models to track the utilization of every megawatt, identifying under-utilized compute pools and proactively collaborating with Deal Strategy to incentivize the sales team.

Act as the ultimate arbiter of capacity allocation when customer demand outstrips physical supply, utilizing high emotional intelligence and rigorous data to prioritize deployments based on strategic value and margin.

Construct models to account for hardware deprecation cycles, ensuring pricing and capacity allocation strategies maximize ROI throughout the lifecycle of the GPU clusters.

Translate complex technical and operational data into clear strategic narratives for executive stakeholders and cross-functional partners.

Develop scenario planning capabilities that allow the organization to stress-test capacity strategies against various market and operational conditions.

Establish key performance indicators and data pipelines to monitor the effectiveness of capacity decisions in real time.

Champion a culture of data-driven decision-making where physical constraints are respected and commercial outcomes are optimized.

Collaborate with legal and finance to ensure that capacity allocation strategies are aligned with contractual obligations and revenue recognition principles.

Identify and mitigate risks associated with supply chain volatility, geopolitical factors, and changing technology roadmaps.

Serve as the primary point of contact for resolving disputes related to resource allocation, providing transparent reasoning rooted in financial models.

Continuously challenge assumptions regarding demand patterns and hardware utilization to drive incremental improvements in yield.

Lead working sessions with engineering and sales teams to align on capacity forecasts and resolve discrepancies in demand planning.

Requirements

Possess 7+ years of rigorous experience in capacity planning, supply chain finance, or cloud operations at a hyperscaler, heavy-infrastructure tech firm, or logistics-heavy enterprise.

Demonstrate exceptional analytical rigor and an advanced mastery of data modeling, comfortably digesting massive datasets regarding power costs, hardware depreciation, and network utilization.

Show high agency and an innate ability to independently solve complex yield management problems under immense ambiguity and shifting priorities.

Thrive in a high-pressure environment, demonstrating the courage to push back on sales leaders when capacity does not exist while maintaining a collaborative, solution-oriented relationship.

Develop a deep understanding of the macro AI compute market and how utilization rates directly affect corporate valuation and cash flow.

Exercise meticulous attention to detail to ensure accuracy in financial models and data interpretation that influence major business decisions.

Communicate effectively with both technical and non-technical audiences, simplifying complexity without losing the integrity of the underlying data.

Embrace a mindset of continuous learning to keep pace with rapid changes in AI hardware, market dynamics, and competitive positioning.