Responsibilities

• Serve as the team's AI expert and run AI research on the data center infrastructure market.
• Track how data center architecture is changing, power, cooling, compute, and networking, and what it means for our portfolio.
• Analyze how major players (Google, NVIDIA, hyperscalers, and key competitors) are reshaping the market.
• Research competitors, their products, roadmaps, and positioning.
• Build and maintain competitive intelligence for the product and sales teams.
• Track industry, technology, and economic trends relevant to the portfolio.
• Develop TAM and SAM models for our products and target segments.
• Support multi-year market forecasts and opportunity prioritization.
• Source and validate market data from credible, approved industry sources.
• Turn research into clear briefings, models, and recommendations for the product team.

Requirements

• Bachelor's degree in Business, Engineering, Economics, Data Science, or a related field.
• 3+ years in market intelligence, competitive analysis, research, or a related analytical role.
• Knowledge of the AI and data center infrastructure market, including:
• AI compute and accelerators (for example NVIDIA) and their impact on infrastructure
• Hyperscaler and cloud provider strategy (for example Google and peers)
• Power, cooling, and data center architecture trends
• Strong data analysis skills and experience building market models (TAM and SAM).
• Ability to work independently and turn ambiguity into clear insight.
• Strong presentation skills for technical and executive audiences.
• Strong hands-on experience using AI tools in practice. Experience using AI to build or write code is strongly preferred, as a signal of deep, practical fluency with AI.

Benefits

• Life at Delta