Senior Product Manager - AI Infrastructure Competitive Strategy

Microsoft • Redmond, WA

8d • $119,800 - $261,000

About The Position

Microsoft’s Systems Planning and Architecture (SPARC) team within Azure Hardware Systems and Infrastructure is hiring a Senior Product Manager to lead competitive strategy for AI infrastructure. The role supports Azure’s Maia, Cobalt, and broader AI infrastructure roadmaps by assessing evolving cloud infrastructure technologies, competitor platforms, and industry roadmaps to inform product planning and architecture decisions.

The position develops a fact-based view of Microsoft’s infrastructure relative to alternatives in performance, cost, power, supply availability, and workload requirements. Its scope spans AI accelerators, CPUs, memory, networking, storage, and rack-scale systems. The successful candidate works with silicon architecture, engineering, performance, workload, finance, sourcing, and product-planning teams, combining technical and business inputs into actionable recommendations for product teams and senior leaders. The role requires comfort with ambiguity, structured problem-solving, data-driven analysis, and communicating complex technical information clearly.

Requirements

• Bachelor’s degree and 5+ years of experience in product/service/program management or software development, or equivalent experience.
• Ability to meet Microsoft, customer, and/or government security-screening requirements, including passing the Microsoft Cloud Background Check upon hire or transfer and periodically thereafter.

Nice To Haves

• Master’s degree in Electrical Engineering, Computer Engineering, Computer Science, Business Administration, Finance, or a related field.
• 8+ years of experience in cloud infrastructure, semiconductors, AI systems, datacenter hardware, product strategy, competitive analysis, or management consulting.
• Experience evaluating complex technology products or platforms and translating technical information into product, business, or investment recommendations.
• Experience applying structured problem-solving approaches to complex technology or business questions, including developing hypotheses, conducting quantitative and qualitative analysis, and translating findings into actionable recommendations.
• Experience with quantitative analysis such as performance benchmarking, cost modeling, total cost of ownership, market analysis, capacity analysis, or financial modeling.
• Experience collaborating across technical and business functions, such as engineering, architecture, finance, sourcing, operations, or product planning.
• Ability to communicate complex technical and business concepts clearly to technical teams, business partners, and senior leaders.
• Understanding of one or more infrastructure domains, including AI accelerators, CPUs, high-bandwidth memory, advanced packaging, networking, storage, server systems, or rack-scale architecture.
• Familiarity with semiconductor development and supply chains, including foundry processes, memory, packaging, substrates, assembly and test, and hardware manufacturing.
• Experience analyzing hyperscale cloud platforms or hardware ecosystems.
• Experience connecting architecture and workload performance to system-level power, cost, utilization, and total cost of ownership.
• Experience in management consulting, corporate strategy, or technology strategy, preferably focused on cloud infrastructure, semiconductors, AI systems, or datacenter technologies.
• Demonstrated ability to combine technical understanding with market, competitive, financial, and strategic analysis.
• Experience creating executive-level analyses and recommendations that have influenced product roadmaps, investment decisions, or technology strategy.

Responsibilities

• Lead competitive assessments of AI accelerators, CPUs, memory, networking, storage, and rack-scale infrastructure supporting Azure’s Maia, Cobalt, and AI systems roadmaps.
• Evaluate competitor and industry roadmaps across architecture, process technology, performance, power, memory, system configuration, deployment timing, and supply-chain dependencies.
• Develop analytical models that connect product specifications, workload performance, power, cost, and utilization to assess platform competitiveness and total cost of ownership.
• Synthesize inputs from engineering teams, performance measurements, financial models, suppliers, market research, and public information into a consistent, decision-ready view of the competitive landscape.
• Identify technology and product decision points across silicon architecture, memory, packaging, networking, and system design, and assess implications for future Azure products.
• Partner with architecture, engineering, workload, performance, finance, sourcing, and product-planning teams to evaluate tradeoffs and align assumptions.
• Translate complex and incomplete information into clear insights, scenarios, and recommendations for product teams and senior leaders.
• Establish repeatable analyses, dashboards, and review mechanisms to improve the consistency, transparency, and reuse of competitive, performance, and cost information.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior