Commodity Sourcing Manager – AI Infrastructure

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

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.

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 for assigned commodities.

Partner with Engineering and Hardware teams to translate technical and roadmap requirements into sourcing and commercial strategies, regardless of the underlying technology.

Work with Supply Chain Planning to align supplier capacity and lead times with demand forecasts.

Support new product introductions, qualification timelines, and capacity ramps across GPU rack-level hardware.

Provide commodity market insight and recommendations to leadership on sourcing risk, cost trends, and supply strategy.

Develop and maintain supply continuity plans that address: Cost optimization Capacity availability and allocation risk Lead-time and component-level constraints Geographic and geopolitical risk Supplier financial and operational risk

Cost optimization

Capacity availability and allocation risk

Lead-time and component-level constraints

Geographic and geopolitical risk

Supplier financial and operational risk

Proactively identify and mitigate supply risk across assigned commodities, adapting risk frameworks to the specific dynamics of each category.

8+ years of experience in Commodity Management, Strategic Sourcing, Procurement, or Supply Chain roles, with experience across one or more hardware or component categories relevant to data center or compute infrastructure (e.g., semiconductors, networking, power/cooling, memory/storage, mechanical/electrical systems).

Demonstrated experience negotiating and managing supply agreements with hardware component manufacturers, OEMs, or ODMs.

Ability to quickly build technical fluency in new commodity or technology areas.

Proven track record leading complex commercial negotiations and delivering measurable cost and supply outcomes.

Strong analytical, financial, and business acumen.

Experience operating in constrained, long-lead-time, high-growth supply environments.

Ability to build effective relationships with senior supplier stakeholders and internal cross-functional partners.

Experience sourcing across multiple commodity types within AI/ML or hyperscale data center infrastructure (e.g., silicon, networking, power/cooling, memory/storage).

Demonstrated versatility moving between commodity domains over the course of a career, rather than deep specialization in a single technology.

Experience supporting hyperscale data center or AI infrastructure programs.

Background partnering with hardware/systems engineering teams on NRE, qualification, or co-development agreements.

Bachelor's degree in Engineering, Supply Chain, Business, or related field; advanced degree a plus.

A generalist sourcing professional who can ramp quickly across different hardware technologies and commodity types

Technically curious and commercially sharp — able to move fluidly between technical detail and high-stakes negotiation, regardless of domain

Data-driven, decisive, and execution-oriented

A strong relationship builder with suppliers and internal stakeholders

Comfortable operating with a high degree of ownership in a fast-growth, ambiguity-rich environment

Willing to personally drive negotiations, supplier escalations, and problem-solving day to day

Founded in 2012, with 500+ employees, and growing fast

Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove

We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG

Our values are publicly available: https://lambda.ai/careers

We offer generous cash & equity compensation

Health, dental, and vision coverage for you and your dependents

Wellness and commuter stipends for select roles

401k Plan with 2% company match (USA employees)

Flexible paid time off plan that we all actually use

Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.