Product Manager Lead, Technical Intelligence, DeepMind

This position allows you to select your preferred working location:
Mountain View, CA, USA;
New York, NY, USA
.

• 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.

• CFA charter holder, 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.

• 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 Neo Clouds.
• 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; partner cross‑functionally with Google Cloud, Infrastructure, Research, and Finance for data‑driven diligence on Mergers and Acquisitions, compute partnerships, and infrastructure investments.

US: $300,000 - $334,000 (USD) + 25% bonus target + equity + benefits.

Equity is granted exclusively and discretionarily by Alphabet Inc. on the basis of an agreement concluded between you and Alphabet Inc. Equity grants are not guaranteed and are subject to approval by the Alphabet Inc. board of directors.

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