Director, Capacity Planning

ROLE OVERVIEW

Nscale is seeking a Director, Capacity Planning to own the long-range capacity plan that aligns Nscale's land, power, colocation, and development pipeline with AI compute demand across the Americas. Reporting to the SVP, Site Selection, you will be the single source of truth for how much data center capacity Nscale needs, where, and when — translating demand forecasts into build, lease, and colocation decisions across the portfolio.

– Own the Americas long-range capacity plan — consolidating compute demand forecasts and translating them into land, power, and data center capacity requirements by market and time horizon.

– Build and maintain the demand-to-supply model, matching demand SKUs and workload types (including air- and liquid-cooled requirements) to build, lease, and colocation supply options.

– Run scenario and sensitivity planning — demand upside/downside, schedule slip, power delay — and quantify capacity risk, buffer strategy, and contingency options.

– Set and track the capacity targets that drive regional development pod count, colocation deal volume, and land acquisition pacing.

– Lead build-vs-lease-vs-colocation solutioning — evaluating how each demand signal is best served across self-build, powered land, and third-party capacity on cost, speed, and risk.

– Partner with Development, CoLo Leasing, and Energy and Power to sequence projects and transactions against demand milestones, speed-to-power, and delivery risk.

– Maintain portfolio-wide visibility of committed, contracted, and pipeline capacity (MW, go-live dates, ramp schedules) against the demand forecast.

– Support FID and investment-committee packages with demand justification, utilization forecasts, and capacity analytics.

– Design and own the capacity planning process, cadence, and governance — establishing a single source of truth for demand and supply across the portfolio.

– Stand up and continuously improve planning tools and dashboards (integrated business planning systems such as SAP IBP, BI dashboards), partnering with Data/IT and platform teams.

– Define the data model, planning inputs, and refresh cadence, and drive planning standardization, data integrity, and process discipline across contributing teams.

– Deliver executive reporting on capacity position, gaps, risks, and the decisions needed to stay ahead of demand.

– Represent capacity planning in executive reviews, investment committees, and planning forums, presenting clear recommendations on build, lease, and colocation trade-offs.

– Act as the connective tissue between compute/sales demand owners and the land, power, development, and leasing supply owners.

– Hire, mentor, and develop team members, building a high-performance planning culture as the function scales.

• Bachelor’s Degree in Engineering, Supply Chain, Business, Finance, or a relevant field; MBA or advanced degree preferred.
• 10+ years of related experience in capacity planning, supply planning, or infrastructure portfolio planning, with progressive leadership responsibility.
• Data center capacity or supply planning experience strongly preferred (hyperscale, colocation, or mission-critical infrastructure).
• Demonstrated expertise translating demand forecasts into build/lease/buy supply plans, scenario models, and capacity risk analysis.
• Experience implementing and running integrated business planning systems (e.g., SAP IBP) and BI/dashboard tooling with cross-functional stakeholders.
• Working knowledge of data center development, power delivery timelines, and colocation transactions and their role in capacity delivery.
• Proven ability to lead cross-functional planning processes across many stakeholders in a fast-paced environment; bilingual English/Spanish a plus given planned Latin America expansion.
• Proficiency in Google Suite and Microsoft Office tools.
• Willingness to travel up to 25% based on business needs.

Nscale is taking on the hyperscalers by building a vertically integrated GenAI cloud platform. We own the data centers, software, and…