Global Supply Manager- Strategic Components

DensityAI•Mountain View, CA

4d•Onsite

About The Position

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.

Requirements

Category management / commodity management as your core discipline — you have owned a defined commodity portfolio end-to-end, not executed POs against someone else's strategy
First-hand experience sourcing several of the categories above, with direct relationships into the component manufacturers and their franchise distribution
Proven ownership of MSA/MPA/LTA/NDA/SOW negotiations with component suppliers — pricing, allocation, lifecycle and liability terms — and the leverage analysis that sets them up
Capacity planning under constraint — demand planning against a hardware roadmap, negotiating allocation, and making buffer, LTB, and risk-buy decisions in a market that is short
Sourcing strategy built with engineering rather than handed to them — should-cost, multi-sourcing, supplier qualification plans, and design-for-cost influence at part-selection time
Fluency with ERP/MRP/PLM and BOM management, and the discipline to keep cost, AVL, and lifecycle data trustworthy
Comfort with ambiguity and pace; you bring structure where there is none and treat direction changes as opportunity

Nice To Haves

Sourced components for AI/HPC servers, networking systems, or data-center hardware at volume
Ran directed buy/sell or consignment models through a CM/ODM
Took a new component from design-in through qualification to high-volume production, owning the commercials throughout
Familiarity with liquid-cooled / high-density compute, or a background in power delivery or high-speed signal integrity deep enough to challenge engineering on part selection

Responsibilities

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