The opportunity
Crusoe is on a mission to accelerate the abundance of energy and intelligence . As the only vertically integrated AI infrastructure company built from the ground up, we own and operate each layer of the stack — from electrons to tokens — to power the world's most ambitious AI workloads.
What you'll do
Size the total addressable market for AI compute: who's buying chips, who's consuming compute, and how that's trending. Assess whether industry-wide data center and power supply can actually support the demand that's out there, not just whether the demand exists on paper
Build and maintain the long term forecast for AI compute and power capacity: demand, based on market dynamics, product mix, signed contracts, and renewal/churn assumptions. Track how the customer segment mix is shifting over time and what that implies for the business
Recommend the mix of Colo, full owned builds, and Spark modular deployments: against different segments and demand profiles; feed that recommendation into capital allocation and investment decisions
Utilize signals like demand volatility, ramp timing, and supply-chain: constraints to develop our canonical pricing forecast model; track forecast accuracy over time and explain the drivers behind misses
Build the financial case for build-ahead vs. build-to-order tradeoffs at the portfolio level
Turn the market view, deployment recommendation, and approach to scaling into: material that can go to the CFO, the Board, or other executive audiences
What they're looking for
- + years in demand planning, supply/capacity planning, or quantitative: finance, ideally in cloud infrastructure, data centers, semiconductors, or another capital-intensive, forecast-driven business
- Strong financial modeling skills and comfort building a credible view of the market without perfect data.
- Knowledge of statistical forecasting tools and techniques (e.g. time series, regression, scenario modeling)
- Experience synthesizing external market and competitive information with internal deal-level data
