Senior Product Manager – Core Portfolio and Power Commodity Planner

Overview

We are seeking a highly strategic and technically grounded Product Manager for supporting portfolio planning and roadmap development across next-generation rack-scale infrastructure. This role is responsible for defining and managing infrastructure investments spanning L11/12+ integrated systems and rack architectures, and emerging data center technologies including Modular Data Centers (MDC), liquid cooling ecosystems, ORV3-based rack designs, power and thermal innovations, and future infrastructure platforms.

The ideal candidate combines deep understanding of datacenter infrastructure, hardware portfolio management, supply chain and platform planning, and cross-functional execution. They will serve as the connective tissue between engineering, architecture, datacenter, supply chain, finance, and business stakeholders to ensure infrastructure solutions are aligned with capacity growth, cost efficiency, reliability, sustainability, and AI workload demands.

The successful candidate is a systems thinker who can connect technology evolution, business priorities, and operational realities into a coherent infrastructure portfolio strategy. They are equally comfortable discussing rack power distribution, liquid cooling adoption, ORV3 design considerations, portfolio economics, and long-range investment planning, while driving alignment across diverse stakeholders to enable the next generation of datacenter infrastructure.

Key Responsibilities

Portfolio Strategy and Roadmap Planning

· Own the end-to-end infrastructure portfolio strategy across L11, L12 integrated systems and

· rack-level solutions.

· Develop multi-year roadmaps that align infrastructure investments with datacenter growth, AI and cloud service requirements, and technology transitions.

· Define portfolio priorities and sequencing across compute, storage, networking, power, cooling, mechanical, and rack-scale integration domains.

· Establish business cases, investment frameworks, and decision criteria for future infrastructure platforms.

· Identify technology inflection points and drive introduction of next-generation rack and datacenter architectures.

Rack-Scale Systems Planning

· Drive portfolio planning for rack-scale solutions, ensuring alignment between server, network, storage, power, and cooling roadmaps.

· Evaluate architectural tradeoffs across traditional air-cooled systems, direct liquid cooling, hybrid cooling solutions, and future thermal technologies.

· Lead planning efforts for ORV3 and future open-standard rack architectures, ensuring ecosystem readiness and deployment scalability.

· Define infrastructure requirements supporting AI training, inference, cloud, and enterprise workloads that drive systems based approach

· Develop transition strategies between platform generations while minimizing operational disruption.

Emerging Infrastructure and Technology Incubation

· Assess and prioritize investments in emerging technologies including:

o Modular Data Centers (MDC)

o Direct-to-chip liquid cooling

o Rear-door heat exchangers

o High-density rack architectures

o Advanced power delivery systems

o Rack-scale disaggregation

o Sustainability

o Future Open Compute and industry-standard infrastructure ecosystems

· Partner with engineering and architecture teams to translate new technologies into deployable product roadmaps.

· Build long-term technology adoption strategies balancing innovation, operational risk, cost, and deployment readiness.

Cross-Functional Portfolio Leadership

· Coordinate planning activities across hardware engineering, datacenter engineering, architecture, networking, supply chain, finance, sourcing, and operations teams.

· Drive executive reviews, roadmap alignment discussions, and investment decisions.

· Establish planning processes, governance mechanisms, and portfolio management frameworks.

· Balance competing priorities among performance, capacity, reliability, cost, sustainability, and deployment schedules.

· Influence stakeholders and leaders across organizations to gain alignment on strategic infrastructure directions.

Business and Financial Management

· Develop financial models and business cases for infrastructure and rack-scale solutions.

· Evaluate cost, capacity, power, and thermal impacts of roadmap decisions.

· Support capex/opex planning and infrastructure investment strategies.

· Monitor portfolio health through business, technical, operational, and financial metrics.

· Drive optimization opportunities across infrastructure lifecycle management.

Industry and Ecosystem Engagement

· Monitor industry trends, competitive solutions, and supplier roadmaps.

· Engage with ecosystem partners on standards development, platform innovation, and technology readiness.

· Maintain awareness of developments in server, networking, rack, power, cooling, and datacenter infrastructure technologies.

· Provide thought leadership on future infrastructure architectures and deployment models.

Required Qualifications

· Bachelor's degree in Engineering, Computer Science, Supply Chain, Business, or a related field.

· 8+ years of experience in product management, portfolio planning, infrastructure planning, hardware engineering, datacenter engineering, or related disciplines.

· Experience working with server, storage, networking, rack, or datacenter infrastructure platforms.

· Demonstrated ability to develop product and technology roadmaps spanning multiple years.

· Experience driving complex cross-functional initiatives across geographically distributed teams.

· Strong analytical skills, including business case development, prioritization frameworks, and financial modeling.

· Ability to communicate technical concepts effectively to executive and non-technical audiences.

· Proven success influencing stakeholders without direct authority.

Preferred Qualifications

·Master's degree in Engineering, Computer Science, Business Administration, or related discipline.

· Experience with hyperscale cloud, AI infrastructure, datacenter systems, or large-scale enterprise infrastructure deployments.

· Deep understanding of:

o Rack-scale system architecture

o Open Compute Project (OCP) standards

o ORV3 rack specifications

o Liquid cooling technologies

o High-density AI infrastructure

o Power and thermal management systems

o Modular datacenter architectures

· Experience developing infrastructure TCO models and investment strategies.

· Familiarity with hardware supply chain, platform lifecycle management, and capacity planning processes.

· Strong executive presence with experience presenting recommendations to senior leadership