The opportunity
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.
What you'll do
Originate Energy Agreements: Lead origination of PPAs, utility interconnection agreements, and energy supply contracts; experience in a data center context strongly preferred.
Build the Investment Case: Develop LCOE and NPV/IRR analyses comparing utility (typically $1M–$3M guarantee), hybrid, and islanded (~$300K credit support) power strategies to inform site and structure decisions.
Own Hedging Strategy: Evaluate and execute power and fuel price hedges that directly de-risk and support GPU financing.
Structure the Instruments: Work across fixed-price contracts, heat rate call options, financial swaps, basis swaps, and NYMEX and OTC gas to manage price exposure.
Manage Demand Charge Risk: Model peak demand exposure and identify tariff, demand response, or BESS strategies to reduce cost.
Forecast Energy Costs: Produce site-level energy cost forecasts at acquisition using tariff structures and market price curves.
What they're looking for
- Lead Negotiations: Negotiate directly with utilities, Solaris, VoltaGrid, and fuel suppliers on commercial and technical terms.
- Track the Market: Maintain working knowledge of RTO/ISO processes, tariff structures, state regulatory risk, and broader energy market dynamics.
- Background: Meaningful experience in energy origination, commodity/power: trading, or utility-scale power markets, with direct exposure to contract negotiation and deal execution.
- Analytical Rigor: Comfortable building and pressure-testing LCOE, NPV, and IRR models comparing competing power supply strategies.
