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 Opportunity We'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 Do - Lead Corporate Strategy & Long-Range Planning - Own Lambda's annual and multi-year strategic planning process, synthesizing input from commercial, product, finance, and operations into a cohesive corporate strategy - Identify and size emerging opportunities in AI infrastructure, GPU cloud, and adjacent markets; develop strategic frameworks to guide investment and build/buy/partner decisions - Lead competitive intelligence efforts—tracking hyperscalers, co-location providers, GPU cloud competitors, and AI-native challengers—and translate insights into executive recommendations - Partner with the CFO and Finance to align the long-range strategic plan with the financial model and capital allocation priorities - Drive Executive Communication & Stakeholder Alignment - Develop board-level strategy materials and CEO decision-support documents - Drive alignment across senior leadership on strategic priorities; create clear frameworks to resolve competing resource and investment decisions - Prepare the CEO and SVP for external strategy conversations, including customer EBRs, partner discussions, and industry forums - Support Commercial Strategy - Partner with the SVP of Commercial Strategy on go-to-market architecture, pricing strategy, and large deal structuring for enterprise and hyperscaler accounts - Lead cross-functional projects on behalf of the SVP, ensuring workstreams deliver on time and at C-suite quality bar - Support Strategic Technology Evaluation - Own 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-offs - Develop 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 scenarios - Build Market & Organizational Intelligence - Build and maintain Lambda's strategic market model—tracking TAM/SAM, competitive positioning, win/loss patterns, and customer segment dynamics - Synthesize signals from Sales, Product, Data Center Ops, and Finance into strategic insight for senior leadership - Develop Lambda's perspective on macro trends shaping AI infrastructure demand: model training workloads, inference at scale, sovereign AI, and enterprise adoption curves - Mentor and develop strategy analysts and associates; scale team output as the function grows What You'll Have - 10+ 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 company - Deep expertise in AI, cloud infrastructure, or data center markets; ability to independently develop and own market models, competitive landscapes, and investment theses - Demonstrated track record of independently translating ambiguous, high-stakes strategic questions into boardroom-ready frameworks and executive recommendations - Experience leading large, cross-functional strategic initiatives with direct C-suite accountability and material impact on company direction - Familiarity evaluating AI software, hardware, or infrastructure technologies for strategic fit; ability to engage credibly with technical teams on architecture and capability assessments - Prior role as a right-hand strategic partner to a CCO, CRO, or President in a commercial strategy capacity is valued - Track record of building, mentoring, or managing strategy teams; ability to develop junior talent and scale team output - Exceptional written and verbal communication skills; proven ability to develop and deliver board-level strategy materials - Operates with VP-adjacent ownership—sets the agenda, manages ambiguity, and builds the function rather than just executing within it Education & Credentials - Bachelor's degree in Economics, Finance, Business, or related field required - MBA from a top-tier institution strongly preferred - Prior experience in a structured analytical training program (consulting, banking, or equivalent) strongly preferred Salary 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 Lambda - Founded in 2012, with 500+ employees, and growing fast - Our 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 Cove - We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG - Our values are publicly available: https://lambda.ai/careers - We offer generous cash & equity compensation - Health, dental, and vision coverage for you and your dependents - Wellness and commuter stipends for select roles - 401k Plan with 2% company match (USA employees) - Flexible paid time off plan that we all actually use A Final Note: You 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 Employer Lambda 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.