Senior Product Manager - AI Infrastructure Competitive Strategy

Do you want to be at the forefront of innovating the latest hardware designs to propel Microsoft’s cloud growth? Are you seeking a unique career opportunity that combines technical capabilities, cross-team collaboration, with business insight and strategy?  

Microsoft’s mission is to empower every person and every organization on the planet to achieve more. As employees, we come together with a growth mindset, innovate to empower others, and collaborate to achieve our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond. In alignment with our Microsoft values, we are committed to cultivating an inclusive work environment for all employees to positively impact our culture every day. 

Join the Systems Planning and Architecture (SPARC) team within Microsoft’s Azure Hardware Systems and Infrastructure (AHSI) organization, the team behind Microsoft’s expanding Cloud Infrastructure and for powering Microsoft’s “Intelligent Cloud” mission. Microsoft delivers more than 200 online services to more than one billion individuals worldwide, and AHSI is the team behind our expanding cloud infrastructure. We deliver the core infrastructure and foundational technologies for Microsoft's cloud businesses including Microsoft Azure, Bing, MSN, Office 365, OneDrive, Skype, Teams and Xbox Live.    

The Systems Planning and Architecture (SPARC) team is seeking a Senior Product Manager – AI Infrastructure Competitive Strategy to lead competitive analysis supporting Azure’s Maia, Cobalt, and broader AI infrastructure roadmaps. 

In this role, you will evaluate rapidly evolving cloud infrastructure technologies, competitive platforms, and industry roadmaps to inform product planning and architecture decisions. You will develop a fact-based understanding of how Microsoft’s infrastructure compares across performance, cost, power, supply availability, and workload requirements. 

You will work across AI accelerators, CPUs, memory, networking, storage, and rack-scale systems. You will partner closely with silicon architecture, engineering, performance, workload, finance, sourcing, and product-planning teams to integrate technical and business inputs into clear, actionable recommendations. 

The ideal candidate combines a strong technical foundation in cloud infrastructure, semiconductors, or computer systems with experience in strategy consulting, corporate strategy, or technology-focused business analysis. You are comfortable working through ambiguity, structuring complex problems, developing data-driven recommendations, and translating detailed technical information into clear insights for product teams and senior leaders.

• Lead competitive assessments of AI accelerators, CPUs, memory, networking, storage, and rack-scale infrastructure supporting Azure’s Maia, Cobalt, and AI systems roadmaps. 

• Evaluate competitor and industry roadmaps across architecture, process technology, performance, power, memory, system configuration, deployment timing, and supply-chain dependencies. 

• Develop analytical models that connect product specifications, workload performance, power, cost, and utilization to assess platform competitiveness and total cost of ownership. 

• Synthesize inputs from engineering teams, performance measurements, financial models, suppliers, market research, and public information into a consistent, decision-ready view of the competitive landscape. 

• Identify key technology and product decision points across silicon architecture, memory, packaging, networking, and system design, and assess their implications for future Azure products. 

• Partner with architecture, engineering, workload, performance, finance, sourcing, and product-planning teams to evaluate tradeoffs and align assumptions across organizations. 

• Translate complex and incomplete information into clear insights, scenarios, and recommendations for product teams and senior leaders. 

• Establish repeatable analyses, dashboards, and review mechanisms that improve the consistency, transparency, and reuse of competitive, performance, and cost information.