Global Supply Manager- Strategic Components at Density AI · LumiJobs

Responsibilities

Own the components that make our compute systems fast — the single commercial owner for the direct-material commodities inside our HPC BOM, from sourcing strategy and supplier selection through negotiation, capacity, cost, and continuity. Your scope runs from the CPUs and memory down through the power stages, connectors, and cold plates, operating where a hardware roadmap that keeps moving meets a component market that rarely has enough of what you need. This is a category manager's role: you have owned a commodity portfolio end-to-end, you build the strategy rather than execute someone else's, and you have sat across the table from the component manufacturers who set the terms.
Own category strategy and the commercial relationship for your components; supplier segmentation and selection, AVL, dual-source posture, and the multi-year roadmap per commodity
Negotiate the agreements that govern them — MSAs, MPAs/LTAs, NDAs, SOWs, pricing and rebate structures, allocation commitments, and LTB/EOL and consignment terms — balancing cost, capacity, quality, and risk
Build and own should-cost models per commodity (silicon pass-through, BOM, tooling/NRE, index-linked materials, freight) and use them to drive both price negotiations and design-for-cost decisions with engineering
Run capacity planning. Translate the compute roadmap into a component demand plan, secure allocation and buffer coverage against lead time, and make the risk-buy and last-time-buy calls with a defensible number behind them
Own supply continuityl; lifecycle/EOL/PCN management, cross-qualification and second-source strategy, and the escalation path for when a category goes on allocation
Partner across the full NPI lifecycle (EVT/DVT/PVT) with hardware engineering, program management, and the CM/ODM supply manager, so part selection, qualification, and commercials land together instead of in sequence
Drive directed buy/sell and consignment execution through the CMs — price pass-through, consigned material control, and the auditable rigor that keeps it clean
Read the component commodity landscape — memory cycles, substrate and passive constraints, connector and power-stage lead-time dynamics — and turn it to DensityAI's advantage

Global Supply Manager- Strategic Components

Responsibilities

Qualification

Required

Benefits

Company

Density AI

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