You will join the Technical Intelligence (TI) team with a dual mission: to analyse the 'supply side' of the AI revolution (infrastructure and cloud economics) and to provide decisive competitive advantages by monitoring the external Large Model (LM) landscape.

Your insights will directly inform Google's strategic planning, investment decisions, and technical roadmaps, ensuring we anticipate market moves rather than react to them.

As a vital intelligence node for the external AI ecosystem, you will act as the expert on both the AI infrastructure market and competitor activity.

You will analyse how compute power is being financed, built, and priced, while simultaneously synthesising public planning records and industry reports to track the strategies of key industry players.

You will partner closely with Google Cloud (IaaS and Vertex), the Gemini App team, Gemini Research, Google Infrastructure, and Corporate Finance.

The role involves deeply analysing the strategies and roadmaps of key industry players, including major AI labs, Hyperscalers, and specialised NeoClouds.

You will identify forthcoming technical releases, strategic partnerships, and shifts in model architecture.

You will track external resource commitments, including data center footprint expansions, compute cluster acquisitions, and supply chain bottlenecks.

You will estimate future training capabilities across the industry.

You will build financial models for AI competitor pricing structures, burn rates, and unit economics for AI workloads.

You will analyse financing strategies for GPU/TPU acquisition and assess the sustainability of competitor strategies.

You will develop detailed quarterly reports and ad-hoc memos on the state of the global AI compute market and competitive landscape.

You will translate complex technical, business, and supply chain signals into clear narratives for executive leadership.

You will provide data-driven diligence and recommendations to support decisions regarding M&A targets, external compute partnerships, and strategic infrastructure investments.

To succeed in this role, you will require a Bachelor's degree in a quantitative or technical field or equivalent practical experience.

You will need 3+ years of experience in technical / go-to-market product management, equity research, strategic consulting, or competitive intelligence within the technology sector.

You will need experience in financial modelling and analysis, with the ability to estimate costs and unit economics of technical projects.

You will need demonstrated ability to synthesise disparate data sources into coherent strategic insights.

You will need a strong understanding of the Generative AI landscape, including familiarity with Large Language Models (LLMs) and the key industry players.

A CFA or Master's degree in a relevant field would be an advantage.

Solid understanding of the AI hardware ecosystem and/or the Generative AI landscape would also be beneficial.

Direct experience working for a major AI Cloud provider or for an AI lab in a hardware strategy role would be advantageous.

Excellent written and verbal communication skills, with experience presenting high-stakes analysis to senior executives, are essential.

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