Manager, Digital Infrastructure Strategy

About the role

Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines.

We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our passion for teamwork, our vision to revolutionize industries and our goal to lead the future in media and technology, we want you to fast-forward your career at Comcast.

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.

About the role

The Manager, Digital Infrastructure Strategy will help shape the strategic vision, investment priorities and growth roadmap for Digital Infrastructure Services. This leader will combine industry insight, rigorous financial analysis and commercial judgment to evaluate opportunities, build actionable business cases and guide initiatives from market hypothesis through pilot and scaled deployment. The role partners closely with Product, Commercial, Engineering, Operations, Security, Finance and Comcast leadership. It reports to VP of Digital Infrastructure Services.

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.
• Evaluate 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

• 3+ years of relevant experience in data centers, AI infrastructure, strategy consulting or technology investing
• 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.
• 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 business.

Education

• Bachelor's degree in Business, Finance, Economics, Engineering, Computer Science or a related field, or equivalent relevant experience.

Employees at all levels are expected to

• Understand our Operating Principles; make them the guidelines for how you do your job.
• Own the customer experience think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services.
• Know your stuff be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences.
• Win as a team make big things happen by working together and being open to new ideas.
• Be an active part of the Net Promoter System a way of working that brings more employee and customer feedback into the company by joining huddles, making call backs and helping us elevate opportunities to do better for our customers.
• Drive results and growth.
• Support a culture of inclusion in how you work and lead.
• Do what's right for each other, our customers, investors and our communities.