Global Supply Manager

About Etched

Etched is building the world’s first AI inference system purpose-built for transformers - delivering over 10x higher performance and dramatically lower cost and latency than a B200. With Etched ASICs, you can build products that would be impossible with GPUs, like real-time video generation models and extremely deep & parallel chain-of-thought reasoning agents. Backed by hundreds of millions from top-tier investors and staffed by leading engineers, Etched is redefining the infrastructure layer for the fastest growing industry in history.

As Etched scales global deployments of our transformer inference systems, we are seeking an experienced Global Supply Manager to own sourcing and supplier strategy for L11 hardware, including switches, PDUs, CDUs, cabling, and related datacenter infrastructure.

You will be responsible for building and managing Etched’s global supply base for critical L11 components — ensuring we can scale production rapidly, efficiently, and reliably. This is a strategic and highly cross-functional role, working closely with hardware engineering, manufacturing operations, and program management to deliver resilient, cost-effective supply at global scale.

Key Responsibilities

• Develop and execute sourcing strategies for L11 hardware: switches, PDUs, CDUs, cables, racks, and related systems

• Build and maintain strong relationships with suppliers across regions to ensure quality, capacity, and delivery performance

• Negotiate commercial and contractual terms to optimize cost, reliability, and scalability

• Partner with Hardware Engineering and Manufacturing Operations to qualify new suppliers and technologies

• Drive cost modeling, benchmarking, and should-cost analysis to identify and capture cost-reduction opportunities

• Identify, assess, and mitigate supply chain risks including capacity, logistics, and geopolitical constraints

• Work cross-functionally to align supply chain plans with program schedules and product milestones

• Present sourcing strategies and recommendations to executive leadership

You may be a good fit if you have

• Bachelor’s degree in Engineering, Supply Chain, or related field.

• 7+ years of experience in supply chain, sourcing, or commodity management for datacenter, networking, or compute hardware

• Strong understanding of switches, PDUs/CDUs, racks, cabling, and datacenter infrastructure

• Demonstrated success in managing complex supplier relationships and high-value negotiations

• Deep technical and financial acumen — comfortable assessing BOMs, cost structures, and supplier capabilities

• Experience working cross-functionally with engineering, operations, and program management teams

• Excellent communication, analytical, and leadership skills

• Proven ability to operate autonomously and make critical decisions with limited data

• Experience managing suppliers across multiple geographies (Asia, North America, Europe) a plus

• Familiarity with semiconductor or AI hardware supply chains is highly desirable

Strong candidates may also have experience with

• Long-term capacity planning and supply risk mitigation

• Cost modeling, should-cost analysis, and total cost of ownership evaluation

• Supplier business reviews and performance management

• Data center infrastructure design, thermal and power distribution systems

• Working in a fast-paced hardware startup environment

Benefits

• Full medical, dental, and vision packages, with generous premium coverage

• Housing subsidy of $2,000/month for those living within walking distance of the office

• Daily lunch and dinner in our office

• Relocation support for those moving to San Jose

How we’re different

Etched believes in the Bitter Lesson. We think most of the progress in the AI field has come from using more FLOPs to train and run models, and the best way to get more FLOPs is to build model-specific hardware. Larger and larger training runs encourage companies to consolidate around fewer model architectures, which creates a market for single-model ASICs.

We are a fully in-person team in San Jose, and greatly value engineering skills. We do not have boundaries between engineering and research, and we expect all of our technical staff to contribute to both as needed.