Sourcing Manager, ODM/OEM Systems at Lambda in San Jose Office

Job description

Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU. If you'd like to build the world's best AI cloud, join us. *Note: This position requires presence in our San Jose or San Francisco office location 4 days per week; Lambda’s designated work from home day is currently Tuesday. About the Role We are seeking an experienced Sourcing Manager to manage the ODM/OEM landscape for Lambda's data center hardware, as part of the team focused on managing our system level ODM/OEM Finished Good Racks & Networking that power our rapidly growing AI cloud footprint. You will own the end-to-end commercial and sourcing relationship with our ODM and OEM partners: selecting the right partner for each platform, running competitive RFQ/RFP events, negotiating build agreements and finished-goods pricing, driving cost transparency down through the bill of materials, and securing manufacturing capacity and ramp commitments that keep pace with our deployment schedule. The ideal candidate knows how this hardware actually gets built. You are comfortable evaluating an ODM's integration and test capability, debating a BOM cost roll-up line by line, negotiating NRE and tooling for a new platform, and holding a partner accountable to a ramp schedule — while operating fluidly across global manufacturing footprints. You will work closely with Engineering, Finance, Legal, and Supply Chain Planning, Global Commodity Managers and Operations to bring new platforms from concept through mass production and scaled deployment. What You’ll Do ODM/OEM Sourcing Strategy • Own and execute the ODM/OEM sourcing strategy for your assigned finished-goods portfolio, including full-system integration, rack integration, and factory test. • Map and continuously assess the ODM/OEM landscape — capability, capacity, technology readiness, quality track record, financial health, and manufacturing footprint — and recommend the right partner for each platform and program. • Build multi-partner strategies that create competitive leverage and protect supply: dual-sourcing at the platform level, qualified alternates, and regional footprint diversification. • Develop platform sourcing strategies aligned to the hardware and network architecture roadmaps, deployment forecast, and long-term data center growth plans. • Evaluate build-versus-buy and disaggregation trade-offs — branded OEM versus white-box/ODM, turnkey versus consigned, and vendor-integrated versus Lambda-integrated racks. • Maintain deep market intelligence on the ODM/OEM ecosystem, finished-goods build economics, integration capacity, and how peers and hyperscalers are structuring their build relationships. Commercial Negotiation & Contracting • Lead system-level commercial negotiations with ODM and OEM partners, including: • Master manufacturing, build, and supply agreements • System and rack-level pricing, conversion/integration cost, and margin structures • Bill of materials cost transparency, should-cost models, and cost-down roadmaps • Capacity reservations, build slot commitments, and ramp/flex terms • Non-recurring engineering (NRE), tooling, and new platform development agreements • Software, firmware, licensing, and support/subscription entitlements bundled with hardware • Buffer, liability, cancellation, and inventory ownership terms • Quality, warranty, RMA, sparing, service, and on-site support terms • Logistics terms, Incoterms, and delivery/lead-time commitments • Build negotiation strategies that balance total landed cost, supply security, and configuration flexibility. • Drive competitive RFQ/RFP events end to end — requirements definition, bid packages, cost analysis, partner selection, and award. • Partner with Legal and Finance to structure an