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
Capacity Strategy: Set the multi-year capacity posture Crusoe plans against - build versus lease versus partner, regional siting, technology transition timing, fleet refresh economics, and how much speculative capacity to carry ahead of contracted demand.
Capital Deployment Recommendations: Own the analysis behind Crusoe's largest infrastructure commitments. Frame the options, quantify the downside, and make the recommendation the exec staff acts on - then own whether it was right.
Allocation Policy: Own the policy governing how scarce capacity is allocated across customers, products, and regions, and make the contested calls that cannot be resolved inside the planning cycle.
Planning Methodology & Standards: Define how planning is done across the function - models, taxonomy, horizons, accuracy standards, review bar - and hold the GPU, compute and storage, hardware and supply chain, and integrated planners to it.
Executive, Board & Capital Partner Narrative: Own the capacity story told to the exec staff, the board, and Crusoe's lenders and investors. Translate a physically constrained build plan into the numbers and confidence intervals those audiences need.
Supply Strategy: Co-own Crusoe's strategic supply posture with Supply Chain - allocation negotiations with silicon and system vendors, multi-sourcing strategy, and the commitments made years ahead of the demand that justifies them.
What they're looking for
- Product & Commercial Influence: Bring capacity economics into product and pricing decisions - what Crusoe should sell, in what shape, on what commitment terms, given what it can actually build and at what cost.
- Function Maturity & Technical Leadership: Define the multi-year roadmap for how capacity planning matures at Crusoe, and raise the bar across the team through mentoring, review standards, and shaping how the function hires and levels.
- Planning Strategy Leadership: 12+ years in infrastructure capacity planning, IBP/S&OP, supply and demand planning, or infrastructure strategy, including at least one tour owning planning strategy for a large fleet rather than executing someone else's.
- Capital Strategy Judgment: A track record behind large infrastructure commitments - build versus lease analysis, depreciation and residual value strategy, and the discipline to be clear about what you do not know when the number is very large.
