About the role:

What you'll do:

• 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

What we're looking for:

• 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
• Sourced components for AI/HPC servers, networking systems, or data-center hardware at volume (preferred)
• Ran directed buy/sell or consignment models through a CM/ODM (preferred)
• Took a new component from design-in through qualification to high-volume production, owning the commercials throughout (preferred)
• 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 (preferred)