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X Note: By applying to this position you will have an opportunity to share your preferred working location from the following:
Mountain View, CA, USA; New York, NY, USA.
Minimum qualifications: - Bachelor's degree in a quantitative or technical field (e.g., Engineering, Computer Science, Finance, Economics, Physics) or equivalent practical experience.
- 10 years of experience with market intelligence, technical product management, equity research, or corporate strategy within the technology, semiconductor, or cloud infrastructure sectors.
- Experience managing analysts or researchers.
Preferred qualifications: - CFA charterholder, or advanced degree (MBA, MS, or PhD) in a technical or financial field.
- Direct experience in AI infrastructure strategy, cloud economics, or semiconductor-focused investment banking at a major AI lab or cloud provider.
- Deep knowledge of the AI hardware ecosystem (TPUs, GPUs, ASICs, networking, data centers) or the Generative AI landscape.
- Strong understanding of the semiconductor supply chain-including foundries and packaging-and its impact on cloud capacity.
- Proven ability to present high-stakes analysis to C-suite and VP-level stakeholders.
About the jobIn this role, you will work cross-functionally to guide products from conception to launch by connecting the technical and business worlds. You can break down complex problems into steps that drive product development.
One of the many reasons Google consistently brings innovative, world-changing products to market is because of the collaborative work we do in Product Management. Our team works closely with creative engineers, designers, marketers, etc. to help design and develop technologies that improve access to the world's information. We're responsible for guiding products throughout the execution cycle, focusing specifically on analyzing, positioning, packaging, promoting, and tailoring our solutions to our users.
As the Lead of the Technical Intelligence (TI) team, you will drive the analysis of the AI revolution (e.g., infrastructure, economics, and frontier innovation) and manage a team of analysts to provide planned engaged insights. This work will directly guide Alphabet's capital allocation, planning, and technical roadmaps, ensuring that DeepMind and Alphabet are well positioned for the future.
We are pushing the boundaries across multiple domains. Our global teams offer diverse learning opportunities and varied career pathways for those driven to achieve exceptional results through collective effort.
Individual pay is determined by factors including job-related skills, experience, and relevant education or training.
US: $300000 - $334000 (USD) 25% bonus target equity benefits
Learn more about benefits at Google .
Responsibilities - Direct, mentor, and scale a team of analysts; establish standards for cost modeling, tracking, and executive presentations.
- Analyze the roadmaps, partnerships, and model architectures of major AI labs, hyperscalers, and NeoClouds.
- Track external data center expansions, compute cluster acquisitions, and supply chain bottlenecks to estimate industry-wide training and inference capabilities and build response playbooks.
- Oversee detailed financial models analyzing performer pricing structures, burn rates, unit economics, and compute financing sustainability.
- Deliver first-principles narratives and briefings directly to Vice Presidents/Senior Vice Presidents (VPs/SVPs). Partner cross-functionally with Google Cloud, Infrastructure, Research, and Finance to provide data-driven diligence for Mergers and Acquisitions (M&A), compute partnerships, and infrastructure investments.
