Demand & Supply Planning Manager

San Francisco Office (Fremont St) · San Jose Office (Zanker) · 8+ years experience · Full-time · Hybrid · Posted Oct 7, 2026

At a glance

- 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

Lambda is seeking experienced Demand & Supply Planning Managers to help build a brand-new planning function for data center hardware within the Supply Chain team.
The role owns the planning process connecting customer and data center deployment needs with partner and supplier delivery capabilities.

Own the demand forecast for the assigned portfolio by translating deployment plans, customer commitments, and capacity roadmaps into a unit-level, time-phased view.
Build and maintain forecast models, assumptions, and scenarios while tracking forecast accuracy and bias over time.
Partner with Go-to-Market, Project Management, Finance, and Data Center Engineering to keep demand signals current.
Establish clear forecast input ownership, cadence, and change-control to ensure visibility of upstream changes.
Convert demand into supply and build plans for finished systems, racks, and networking equipment.
Align partner manufacturing capacity and lead times with the demand forecast and drive resolution when they do not match.
Work with Commodity Management to understand component availability and allocation and reflect constraints in the supply plan.
Lead execution timing across the supply chain to ensure material procurement is placed and delivered on time.
Plan for new platform introductions and transitions, coordinating build schedules, ramp timing, and cutover.
Run or contribute to the Sales & Operations Planning (S&OP) cycle for infrastructure.

8+ years of experience in Demand Planning, Supply Planning, S&OP, Supply Chain, or Materials Planning for hardware.
Direct experience planning at the system, rack, or complex-assembly level.
Demonstrated experience building demand forecasts and translating them into supply, build, and inventory plans in a long-lead-time, supply-constrained environment.
Strong understanding of BOM structures, lead times, and how component constraints flow through to finished-goods availability.
Experience working with ODMs, OEMs, or contract manufacturers on capacity, build schedules, and ramp planning.
Hands-on experience running or contributing to S&OP or an equivalent integrated planning process.
Strong analytical and financial acumen with advanced spreadsheet skills.
Experience with ERP and planning systems.
Proven ability to influence senior stakeholders, drive alignment across functions, and communicate risk and trade-offs clearly.
Comfort operating with a high degree of ownership in a fast-growth, ambiguity-rich environment.

Experience supporting hyperscale data center or AI infrastructure build programs.
Experience planning through new product introductions, platform transitions, and rapid capacity ramps.
Experience managing allocation and shortage scenarios for constrained components such as accelerators, memory, optics, power, and cooling.
Familiarity with the ODM/OEM ecosystem and how build and supply models affect planning.
Experience implementing or scaling planning tools and platforms, and working fluency in SQL, Python, or BI tools.
APICS/ASCM certification (CPIM, CSCP) or equivalent.
Willingness to travel domestically and internationally as needed.
Bachelor's degree in Engineering, Supply Chain, Business, or related field; advanced degree a plus.

Position requires presence in the San Francisco or San Jose office location 4 days per week.
Lambda's designated work from home day is currently Tuesday.