Director, AI Capacity Partnerships, North America

ArmadaUnited States (Remote), CA
$202,000 - $253,000

About The Position

This is a senior commercial role that sits at the intersection of AI infrastructure, compute demand, and business development. You will build the demand side of Armada's AI factory business - originating, qualifying, and converting offtake demand for GPU capacity across our AI factory and Leviathan deployments. This is not a traditional sales role. You won't be managing a quota against a mature product with an established sales motion. You'll be operating in a fast-moving market, building commercial opportunities from the ground up, working with first-of-kind infrastructure deals, and helping define how AI factory capacity gets filled and monetized. If you're deeply networked in the AI compute ecosystem, have a track record of commercializing GPU infrastructure or cloud capacity, and want to help build something important at the infrastructure layer of AI - this role is for you.

Requirements

  • Commercially sharp, technically fluent, and deeply networked across the AI infrastructure ecosystem.
  • Enough technical fluency to earn trust with infrastructure teams, cloud buyers, and AI companies.
  • Existing, callable senior relationships across the AI compute ecosystem - neo-clouds, GPU clouds, AI-native companies, NVIDIA ecosystem partners, data center operators, infrastructure investors, or enterprise AI buyers.
  • A track record of commercializing GPU capacity, cloud infrastructure, data centers, managed compute, AI platforms, or high-performance infrastructure.
  • Experience structuring and closing complex infrastructure deals: offtake agreements, capacity reservations, anchor tenancy, revenue-share, or similar.
  • The instincts to originate opportunities without a fully built playbook - and the discipline to follow through.
  • Enough technical literacy to discuss GPUs, clusters, power density, liquid cooling, networking, latency, workload requirements, and deployment constraints with credibility.
  • Strong pipeline discipline: clear account notes, sharp qualification, reliable follow-through.
  • Executive presence and the ability to operate without a large corporate machine around you.
  • Understanding of GPU supply and demand dynamics and how they shape commercial decisions.
  • Understanding of the NVIDIA ecosystem: programs, partners, buyers, and how they interact.
  • Understanding of how AI training and inference workloads translate into infrastructure requirements.
  • Understanding of why power, cooling, geography, latency, interconnect, and deployment timing matter - and how buyers weigh them.
  • Understanding of how neo-clouds, AI-native companies, enterprises, and sovereign buyers think about compute capacity.
  • Understanding the difference between speculative pipeline and real, committed demand.

Nice To Haves

  • Neo-clouds or GPU cloud providers.
  • NVIDIA ecosystem partners or programs.
  • AI infrastructure startups.
  • Data center platforms with AI or HPC exposure.
  • Cloud infrastructure business development or strategic partnerships.
  • AI platform companies selling into model builders or enterprise AI teams.
  • HPC, GPU, or advanced compute infrastructure providers.
  • Systems integrators or OEMs with real AI infrastructure customer access.
  • Infrastructure investors or operators who have helped commercialize AI data center capacity.

Responsibilities

  • Originate and convert AI compute demand: Identify and engage organizations that need rapid access to GPU capacity - for training, inference, fine-tuning, enterprise AI, or sovereign AI workloads.
  • Build a qualified pipeline of offtake, anchor tenant, reserved capacity, and strategic compute demand opportunities.
  • Understand what buyers need by GPU type, cluster size, geography, timing, power profile, tenancy model, and commercial structure - and turn that into actionable opportunities.
  • Drive commercial outcomes for AI factory deployments: Connect Armada's AI factory and Leviathan deployments with credible compute users and potential offtakers.
  • Shape demand strategy for new deployments - before, during, and after they go live.
  • Translate market conversations into concrete next steps for commercial, infrastructure, finance, and legal teams.
  • Match demand to deployable infrastructure: Map customer requirements to specific sites, GPU configurations, power availability, deployment timelines, cooling constraints, and commercial structures.
  • Validate whether a demand opportunity is real, specific, and commercially viable.
  • Bring customer insight into decisions on site selection, capacity planning, technical configuration, and go-to-market.
  • Own strategic accounts and relationships: Build and maintain direct relationships with senior decision-makers at key compute consumers.
  • Track opportunities across timing, geography, technical requirements, commercial terms, and procurement processes.
  • Keep high-value conversations moving - internally and externally.
  • Shape commercial structures: Help design offtake agreements, capacity reservations, anchor tenancy models, revenue-share structures, and strategic partnership frameworks.
  • Work across legal, finance, product, infrastructure, and executive stakeholders to take deals from interest to commitment.
  • Know when an opportunity is real and when it isn't - and act accordingly.
  • Be a market intelligence resource: Stay close to where demand is forming: which companies need capacity, which GPUs are in demand, what buyers are willing to commit to, how competitors are packaging AI infrastructure.
  • Feed that intelligence into Armada's site selection, capacity planning, and deployment roadmap.
  • Help leadership understand the difference between real demand and speculative noise.

Benefits

  • Medical, dental, and vision (subsidized cost)
  • Health savings accounts (HSA), flexible spending accounts (FSA), and dependent care FSAs (DCFSA)
  • Retirement plan options, including 401(k) and Roth 401(k)
  • Unlimited paid time off (PTO)
  • 14 paid company holidays per year
  • Equity
  • Subsidized benefits
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