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Compute Analyst

Applied Compute· GTM and Ops
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San Francisco$226k - $325kFull-timePosted 4mo ago

About the role

Compute Analyst at Applied Compute responsible for modeling compute unit economics, tracking the global GPU market, and driving capacity forecasting and budgeting to enable decisions around AI infrastructure and training/inference workloads.

Responsibilities

  • Build and own the models behind our compute unit economics, including effective $/GPU-hour, cost per training run, cost per token served, utilization, and goodput
  • Track the global GPU market: pricing, availability, and terms across hyperscalers, neoclouds, regional operators, and emerging providers, plus outline the tradeoffs between hardware generations
  • Support live negotiations with quote benchmarking, scenario analysis, side-by-side comparisons of term sheets and contract structures, and deal memos that make the recommendation clear
  • Work with research and engineering to turn training roadmaps, RL workloads, and inference growth into concrete capacity forecasts
  • Monitor our fleet: commitments, reservation coverage, idle capacity, and utilization by workload helping surface problems before they become costly
  • Partner with finance on compute budgeting, commitment tracking, and margin analysis across our training and inference products
  • Build TCO models that combine pricing, reliability, acceptance-testing results, and goodput data to inform sourcing decisions
  • Automate the reporting and dashboards that give leadership a real-time view of our compute position

Qualifications

  • 2–5 years in a highly analytical role, such as investment banking, private equity, consulting, strategic finance or FP&A, or cloud/infrastructure analytics
  • Excellent financial modeling skills and native fluency in unit economics, margin structure, and scenario analysis
  • Strong technical skills: comfortable in SQL and Python, and happy to pull and clean your own data
  • Real curiosity about the AI compute market: providers, accelerators, pricing dynamics, and where things are heading
  • Clear communication, with the ability to explain complex analysis simply to finance, engineering, and leadership
  • High ownership, with a habit of seeing gaps and building the fix before anyone asks
  • Strong candidates also have: Experience in cloud cost management / FinOps, data centers, energy, or other capacity-constrained infrastructure markets; Familiarity with GPU performance concepts (MFU, interconnect, cluster reliability); Exposure to reserved-capacity, take-or-pay, or other long-term commercial contract structures; An AI-native way of working, using LLMs, automation, and programmatic tools to move faster

Skills

Required:SQLPython

Benefits

  • Competitive compensation and equity
  • 100% employer-paid health insurance coverage for you and your family
  • Unlimited PTO
  • Paid parental leave
  • Daily lunches and dinners
  • Transportation and relocation support
  • 5% 401k match
Last updated Oct 21, 2026. Interested? Apply on the company site.
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About Applied Compute

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Specific Intelligence for Your Business

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