M

Microsoft

Builds workplace software, PCs and cloud services

Portfolio Development Manager - AI Infrastructure, AI Local and GPU Optimization

Full-Time
$106.4k - $203.6k/yr
Mid
Bachelor's
Redmond, WA, USA
HybridThree days in the office each week; typically 10% travel throughout the year.
Sales & Account ManagementBusiness Development & Partnerships
Company Historically Provides H1B Sponsorship

About the job

Requirements
  • A bachelor's degree in Sales, Marketing, Business Operations, Computer Science, or Engineering, or a related field, and 4+ years of experience in partner management, sales, business development, product management, engineering, marketing, human resources, or partner channel development in the technology industry; equivalent experience is also accepted.
  • Understanding of AI infrastructure business, GPU optimization, and emerging AI technologies.
  • Ability to empathize with founders, navigate ambiguity, and provide actionable guidance on scaling AI products.
  • Ability to drive results across complex technical and business environments and influence internal teams and external partners.
  • Ability to own projects from concept to launch and deliver measurable impact.
  • Strategic analysis skills to evaluate market trends and connect opportunities.
  • Creativity and willingness to experiment with new ideas in a fast-paced environment.
  • Commitment to fairness, transparency, and accountability in AI deployment.
Responsibilities
  • Develop deep knowledge of portfolio companies’ business models, technical roadmaps, and market positioning.
  • Translate startups’ product goals into successful partnerships with Microsoft, leveraging Microsoft Infrastructure stack, Azure AI, Copilot, and other advanced platforms.
  • Build relationships across Microsoft Engineering, AI Research, Product, Sales, and Corporate Strategy to align investments with strategic initiatives.
  • Experiment with new programs to scale adoption and accelerate portfolio growth.
  • Partner with M12 investors to assess technical differentiation and strategic alignment of AI startups.
  • Contribute to M12’s culture by embracing diversity, fostering trust, and driving innovation.
Desired Qualifications
  • Familiarity with data governance, model evaluation, and responsible AI principles.
  • Experience working at a startup or with entrepreneurs in the AI space.
  • Understanding of corporate innovation processes and enterprise AI adoption.
  • Experience communicating technical concepts as business value.
  • Experience with channel partnerships, cloud marketplaces, and ecosystem product integrations.

About the company

Microsoft builds workplace software, operating systems and cloud infrastructure for consumers, businesses and government agencies, from small organizations to global enterprises. Microsoft 365 combines Word and Excel with Teams communication and Copilot AI features, while Windows runs PCs and Surface supplies the company's own computers. Azure rents computing capacity, storage and databases to build and run web applications. Microsoft also sells Xbox consoles and games, collecting revenue through software licenses, subscriptions, usage charges and product sales. Founded in 1975 by Bill Gates and Paul Allen, Microsoft is headquartered in Redmond, Washington.

Company Size

10,001+

Company Stage

IPO

Headquarters

Redmond, Washington

Founded

1975

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Simplify Jobs

Simplify's Take

What believers are saying

  • US corporate staff receive education support: eligible, approved graduate coursework qualifies for up to $10,000 annually.
  • Cloud demand expands: July 2026 results showed Azure and other cloud services revenue grew 43% year-over-year in fiscal Q4.
  • Investment has an earnings cushion: July 2026 results reported $155.2 billion consolidated operating profit for fiscal 2026.

What critics are saying

  • Performance reviews include security: every Microsoft employee must discuss their security contribution with their manager.
  • Office flexibility depends on the role: Microsoft's postings specify requirements ranging from fully remote to fully on-site.
  • Cloud capacity faces local limits: Microsoft describes power-grid delays and water constraints affecting US datacenter expansion.

What makes Microsoft unique

  • Hybrid customers stay within reach: Azure Arc manages servers across customer datacenters and competing clouds.
  • Developer reach extends beyond Azure: Microsoft's GitHub hosts code collaboration alongside AI coding tools.
  • Professional data widens its business: Microsoft owns LinkedIn's recruiting, advertising and workplace-learning network.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Company Match
  • Professional Development Budget
  • Conference Attendance Budget
  • Flexible Work Hours
  • Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Yahoo Finance
Oct 19th, 2026
Microsoft reportedly weighs 20% Azure cost cuts as AI spending hits $175B

Microsoft is reportedly weighing cost cuts of at least 20% at Azure, its cloud unit. Azure President Girish Bablani asked senior leaders in his roughly 11,500-person unit to find the savings, according to reports. Microsoft denies that Azure leadership has directed teams to develop cost-cutting plans. The reports come as AI infrastructure spending pressures margins. Microsoft expects about $50 billion in capital expenditures for the first quarter of fiscal 2027 and roughly $175 billion for calendar 2026. Demand remains strong. Fourth-quarter revenue rose 18% to $90 billion, and Azure and other cloud services revenue grew 43%. Microsoft shares are up 10% this year.

TechCrunch
Oct 19th, 2026
Microsoft launches Guardian Agents to police AI agents, warning "frontier models cannot be trusted

Microsoft on Monday launched new security features to protect enterprises from AI agents, which it says can act like insider threats. The headline addition is Guardian Agents, which monitors the AI agents a company uses. It is part of Project Perception, introduced in June to counter hacking models such as Anthropic's Mythos and OpenAI's Daybreak. Chief executive Satya Nadella has urged firms to stop relying on model providers' assurances and to separate "the supply of intelligence from the authority over it." Hayete Gallot, Microsoft's security business chief, wrote that frontier models "cannot be trusted" because they are unpredictable. Microsoft Defender can now detect up to 60 types of agents that employees bring to work, including Claude Code, Codex, and OpenClaw. New controls also limit agents' data access and require human approval for risky decisions.

Yahoo Finance
Oct 19th, 2026
Analyst says Microsoft's Maia AI chips are "nowhere close" to Google and NVIDIA despite $116B capex

Microsoft unveiled its Maia 300 AI chip on Monday and plans to scale Maia to multi-gigawatt deployments starting next calendar year. Chief executive officer Satya Nadella said the chip delivers 40% more tokens per watt than leading GPU-based systems. Bloomberg Intelligence analyst Mandeep Singh was unimpressed. He said Microsoft's chips are "nowhere close" to Google's TPUs or NVIDIA, which leaves Alphabet ahead in the custom-chip race. The stakes are large. Microsoft's capital expenditures rose from $23.9 billion in the year ended June 2022 to $116 billion in the year ended June 2026, while NVIDIA's gross margin has stayed above 70% for three fiscal years. Singh said that without sustained effort, Microsoft will "be reliant on NVIDIA for the foreseeable future.

Yahoo Finance
Oct 19th, 2026
Microsoft exits Nscale's UK data centre as grid delays push power to the 2030s

Microsoft has pulled out of a planned AI data centre in Loughton, Essex, that British cloud provider Nscale was building for it, Reuters reported on October 18, citing the Telegraph. Microsoft is one of Nscale's two largest customers and declined to comment. The reason for the withdrawal was not specified. Power looks like the problem. Grid officials reportedly told Nscale they did not expect to supply electricity until the 2030s. Nscale says it remains committed to the site and is exploring other power sources. The site was to house about 23,000 Nvidia chips, roughly 11.5% of a 200,000-chip programme. Microsoft's June-quarter cash capital expenditure was $35.80 billion, more than double a year earlier. The exit hurts Nscale more: its IPO filing lists Microsoft agreements worth up to $43.8 billion.

Yahoo Finance
Oct 18th, 2026
Microsoft shares up 8% as Azure revenue tops $100B, defying AI spending doubts

Microsoft shares have gained about 8% over the past month, even as some investors doubt AI stocks over the high cost of building data centres. S&P Global estimates global AI infrastructure spending could pass $1.3 trillion next year. Microsoft's Azure cloud revenue topped $100 billion for the first time, up 41% from a year earlier. The company said customer demand continues to exceed available capacity, and it expects Azure revenue to grow 45% in fiscal 2027. Microsoft plans to spend about $175 billion in capital expenditure this year, mostly on AI infrastructure. Its Copilot app had 30 million paid subscribers before its latest update, a 50% rise in a few months. Its shares trade at a trailing price-to-earnings ratio of 27, against a tech sector average of 33.