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Job Summary
Comcast is developing a digital infrastructure business that leverages its network sites, access to power, connectivity, customer relationships and financial resources to participate in the rapidly evolving AI infrastructure and compute market. The initial focus is on deploying AI compute capacity using existing Comcast assets, with opportunities to scale into managed inference and broader enterprise services across Comcast and new-build locations.
Job Description
Responsibilities:
Develop and continuously refine the multi-year strategy and prioritized roadmap for AI compute, data center infrastructure, managed inference and adjacent digital infrastructure services.
Analyze market size, demand drivers, customer segments, competitive positioning and technology trends across GPU-as-a-Service, AI cloud, inference, colocation, edge compute and connectivity.
Assess infrastructure and site economics, including power availability, capacity, deployment timelines, capital expenditure, operating costs, utilization, pricing, revenue, cash flows, investment returns and key risks.
Identify, evaluate and prioritize organic growth opportunities; develop investment theses, scenario analyses, business cases and recommendations for pilots, launches and scaling decisions.
Evaluate potential strategic partnerships, alliances, joint ventures and acquisitions involving compute providers, technology vendors, infrastructure operators, investors and enterprise customers; support commercial and financial diligence.
Partner with Product and Commercial teams to define target customers, value propositions, business models, pricing approaches, routes to market and strategic partner go-to-market plans.
Translate technical and operational considerations—power, cooling, rack density, network architecture, hardware lifecycle, reliability and security—into commercial implications and investment choices.
Work cross-functionally to establish milestones, decision gates, metrics and accountability for strategic initiatives; track performance and recommend adjustments as market conditions evolve.
Prepare concise executive-level analyses, presentations and recommendations that clarify strategic choices, trade-offs, risks and resource requirements.
Build external industry relationships and maintain an informed perspective on emerging companies, technologies, capital providers and partnership opportunities.
Required Qualifications
8+ years of relevant experience in digital infrastructure, data centers and/or cloud/AI infrastructure
Demonstrated knowledge of data center and AI compute business models, infrastructure economics and relevant technology ecosystems.
Strong financial modeling and analytical skills, including business cases, scenario analysis, capital allocation and investment return assessment.
Experience developing growth strategies and converting complex market and technical information into clear commercial recommendations.
Ability to influence and collaborate across technical, product, finance and commercial functions without direct reporting authority.
Excellent written and verbal communication skills, including development of decision-ready materials for senior executives.
Comfort operating with ambiguity, setting priorities and moving quickly in an emerging…