Head of Corporate Strategy

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 Francisco or San Jose office location 4 days per week; Lambda’s designated work from home day is currently Tuesday.The OpportunityWe're looking for a Head of Corporate Strategy to serve as a key strategic thought partner to the SVP of Commercial Strategy and Lambda's senior leadership team. As we scale rapidly across GPU cloud, data center infrastructure, and AI systems, we need a seasoned strategist who can independently own Lambda's corporate strategy function—synthesizing market intelligence, competitive dynamics, and internal data into clear strategic choices—and drive high-priority cross-functional initiatives from concept to execution. This role sits at the intersection of long-range planning, commercial strategy, M&A and technology evaluation, executive communication, and will have high visibility with the CEO and C-suite.What You'll DoLead Corporate Strategy & Long-Range PlanningOwn Lambda's annual and multi-year strategic planning process, synthesizing input from commercial, product, finance, and operations into a cohesive corporate strategyIdentify and size emerging opportunities in AI infrastructure, GPU cloud, and adjacent markets; develop strategic frameworks to guide investment and build/buy/partner decisionsLead competitive intelligence efforts—tracking hyperscalers, co-location providers, GPU cloud competitors, and AI-native challengers—and translate insights into executive recommendationsPartner with the CFO and Finance to align the long-range strategic plan with the financial model and capital allocation prioritiesDrive Executive Communication & Stakeholder AlignmentDevelop board-level strategy materials and CEO decision-support documentsDrive alignment across senior leadership on strategic priorities; create clear frameworks to resolve competing resource and investment decisionsPrepare the CEO and SVP for external strategy conversations, including customer EBRs, partner discussions, and industry forumsSupport Commercial StrategyPartner with the SVP of Commercial Strategy on go-to-market architecture, pricing strategy, and large deal structuring for enterprise and hyperscaler accountsLead cross-functional projects on behalf of the SVP, ensuring workstreams deliver on time and at C-suite quality barSupport Strategic Technology EvaluationOwn the framework for evaluating long range strategic technology areas that maybe synergistic with Lambda’s current business —from initial screening and thesis development through diligence and recommendation. This includes assess emerging technologies, AI software platforms, hardware capabilities, and infrastructure tooling for strategic fit, competitive differentiation, and build/buy/partner trade-offsDevelop and maintain a structured pipeline of potential partnership opportunities in AI infrastructure, silicon, networking, and adjacent software markets while working closely with the corporate development team on potential M&A fit. Lead financial and strategic diligence workstreams: market sizing, competitive positioning, synergy modeling, integration risk assessment, and long-range value creation scenariosBuild Market & Organizational IntelligenceBuild and maintain Lambda's strategic market model—tracking TAM/SAM, competitive positioning, win/loss patterns, and customer segment dynamicsSynthesize signals from Sales, Product, Data Center Ops, and Finance into strategic insight for senior leadershipDevelop Lambda's perspective on macro trends shaping AI infrastructure demand: model training workloads, inference at scale, sovereign AI, and enterprise adoption curvesMentor and develop strategy analysts and associates; scale team output as the function growsWhat You'll Have10+ years of experience across strategy consulting (McKinsey, BCG, Bain, or equivalent), investment banking, and/or corporate strategy at a high-growth or publicly traded technology companyDeep expertise in AI, cloud infrastructure, or data center markets; ability to independently develop and own market models, competitive landscapes, and investment thesesDemonstrated track record of independently translating ambiguous, high-stakes strategic questions into boardroom-ready frameworks and executive recommendationsExperience leading large, cross-functional strategic initiatives with direct C-suite accountability and material impact on company directionFamiliarity evaluating AI software, hardware, or infrastructure technologies for strategic fit; ability to engage credibly with technical teams on architecture and capability assessmentsPrior role as a right-hand strategic partner to a CCO, CRO, or President in a commercial strategy capacity is valuedTrack record of building, mentoring, or managing strategy teams; ability to develop junior talent and scale team outputExceptional written and verbal communication skills; proven ability to develop and deliver board-level strategy materialsOperates with VP-adjacent ownership—sets the agenda, manages ambiguity, and builds the function rather than just executing within itEducation & CredentialsBachelor's degree in Economics, Finance, Business, or related field requiredMBA from a top-tier institution strongly preferredPrior experience in a structured analytical training program (consulting, banking, or equivalent) strongly preferredSalary Range Information The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description.About LambdaFounded in 2012, with 500+ employees, and growing fastOur investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent CoveWe have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOGOur values are publicly available: https://lambda.ai/careersWe offer generous cash & equity compensationHealth, dental, and vision coverage for you and your dependentsWellness and commuter stipends for select roles401k Plan with 2% company match (USA employees)Flexible paid time off plan that we all actually useA Final NoteYou do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills.Equal Opportunity EmployerLambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.Compensation Range: $300K - $450K