Director, AI Capacity Partnerships, North America

About the Company Armada is the hyperscaler for the edge, delivering modular AI infrastructure from first deployment to AI factory with speed, scale and sovereignty. Named one of Fast Company's Most Innovative Companies and to the CNBC Disruptor 50, Armada’s solutions are deployed in over 60 countries globally for organizations ranging from energy to defense. With nearly $500 million in funding to date, Armada is backed by leading investors including Founders Fund, Lux, BlackRock and Microsoft (M12), alongside strategic partnerships with Microsoft, Dell, Palantir, NVIDIA, SpaceX, and Skydio. We are building the infrastructure layer for sovereign and edge AI - rugged, deployable compute for customers that cannot rely on centralized cloud. Working at Armada means taking ownership, driving autonomy, and delivering impact. You’ll tackle challenges that haven’t been solved before and help build something transformative from the ground up. What you do here will not only define your career but help further Armada’s mission to bridge the digital divide for customers around the world. The Opportunity 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. 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. If you're deeply networked in the AI compute ecosystem, have a track record of commercializing GPU infrastructure or cloud capacity, and want to help build something important at the infrastructure layer of AI - this role is for you. 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 de…