Director, AI Capacity Partnerships, North America

About the role

This is a senior commercial role that sits at the intersection of AI infrastructure, compute demand, and business development. You will build the demand side of Armada's AI factory business - originating, qualifying, and converting offtake demand for GPU capacity across our AI factory and Leviathan deployments.

The Opportunity

This is not a traditional sales role. You won't be managing a quota against a mature product with an established sales motion. You'll be operating in a fast-moving market, building commercial opportunities from the ground up, working with first-of-kind infrastructure deals, and helping define how AI factory capacity gets filled and monetized.

What You'll Do

• Originate and convert AI compute demand
• Identify and engage organizations that need rapid access to GPU capacity - for training, inference, fine-tuning, enterprise AI, or sovereign AI workloads.
• Build a qualified pipeline of offtake, anchor tenant, reserved capacity, and strategic compute demand opportunities.
• Understand what buyers need by GPU type, cluster size, geography, timing, power profile, tenancy model, and commercial structure - and turn that into actionable opportunities.
• Drive commercial outcomes for AI factory deployments
• Connect Armada's AI factory and Leviathan deployments with credible compute users and potential offtakers.
• Shape demand strategy for new deployments - before, during, and after they go live.
• Translate market conversations into concrete next steps for commercial, infrastructure, finance, and legal teams.
• MATCH demand to deployable infrastructure
• Map customer requirements to specific sites, GPU configurations, power availability, deployment timelines, cooling constraints, and commercial structures.
• Validate whether a demand opportunity is real, specific, and commercially viable.
• Bring customer insight into decisions on site selection, capacity planning, technical configuration, and go-to-market.
• Own strategic accounts and relationships
• Build and maintain direct relationships with senior decision-makers at key compute consumers.
• Track opportunities across timing, geography, technical requirements, commercial terms, and procurement processes.
• Keep high-value conversations moving - internally and externally.
• Shape commercial structures
• Help design offtake agreements, capacity reservations, anchor tenancy models, revenue-share structures, and strategic partnership frameworks.
• Work across legal, finance, product, infrastructure, and executive stakeholders to take deals from interest to commitment.
• Know when an opportunity is real and when it isn't - and act accordingly.
• Be a market intelligence resource
• Stay close to where demand is forming: which companies need capacity, which GPUs are in demand, what buyers are willing to commit to, how competitors are packaging AI infrastructure.
• Feed that intelligence into Armada's site selection, capacity planning, and deployment roadmap.
• Help leadership understand the difference between real demand and speculative noise.

What We're Looking For

We're looking for someone who is commercially sharp, technically fluent, and deeply networked across the AI infrastructure ecosystem. You don't need to be a deep engineer, but you need enough technical fluency to earn trust with infrastructure teams, cloud buyers, and AI companies.

Backgrounds We Value

We care more about the depth and quality of your relationships than the name on your CV. That said, strong candidates typically come from some combination of:

• Neo-clouds or GPU cloud providers.
• NVIDIA ecosystem partners or programs.
• AI infrastructure startups.
• Data center platforms with AI or HPC exposure.
• Cloud infrastructure business development or strategic partnerships.
• AI platform companies selling into model builders or enterprise AI teams.
• HPC, GPU, or advanced compute infrastructure providers.
• Systems integrators or OEMs with real AI infrastructure customer access.
• Infrastructure investors or operators who have helped commercialize AI data center capacity.

Compensation & Benefits

For U.S. Based candidates: To ensure fairness and transparency, the on-target earnings salary range for this role for candidates in the U.S. are listed, varying based on location experience, skills, and qualifications. In addition to the salary, this role will also be offered equity and subsidized benefits (details available upon request).

Benefits

• Medical, dental, and vision (subsidized cost)
• Health savings accounts (HSA), flexible spending accounts (FSA), and dependent care FSAs (DCFSA)
• Roth 401(k)
• Retirement plan options
• Unlimited paid time off (PTO)
• 14 paid company holidays per year

Compensation

• $202,000 - $253,000 USD