Full-Time
Principal Cloud and Infrastructure Architect
Digital
Posted on 9/30/2025
Intuitive Surgical
10,001+ employees
Manufactures robotic surgical systems and services
No salary listed
Sunnyvale, CA, USA
In Person
 DevOps & Infrastructure (1) |
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- Minimum of 10 years of demonstrated experience in developing and maintaining cloud architectures for complex global infrastructure delivery
- Bachelor’s or Master’s in Computer Science, IT, or related technical discipline
- Deep experience architecting across leading cloud platforms (AWS, Azure, GCP)
- Proven comprehension of networking, security, and microservices/container orchestration
- Proven record leading cross-functional teams and complex cloud migrations
- Prior proficiency in automation, scripting, and Infrastructure-as-Code
- Outstanding communication and collaborator management skills
- Track record of successful change management for large-scale architectural standards or platform upgrades.
- Familiarity with industry-standard frameworks for cloud governance and architecture (TOGAF, NIST, ISO).
- Familiarity with regulated environments (e.g., FDA, ISO 13485, IEC 62304) and how to architect for compliance.
- Own the end-to-end cloud architecture vision and ensure alignment with business goals, growth plans, and compliance needs.
- Architect reliable, scalable, and secure cloud systems (public, private, hybrid, multi-cloud) that meet current and future requirements.
- Define cloud governance, cost optimization, and security frameworks; establish and enforce cloud best practices across teams.
- Recommend and select cloud providers and tools suitable for enterprise needs (e.g., AWS, Azure, Google Cloud Platform).
- Facilitate organizational adoption of the cloud and manage migration and modernization initiatives, often managing related cultural and process changes.
- Work in close partnership with Data Architects to ensure robust data flows, storage, governance, and analytics integration in all cloud environments.
- Partner with Product Architects to design solutions that align seamlessly with product roadmaps and user experience vision.
- Partner with Software Design Architects to ensure cloud infrastructure helps scalable and compliant application development, reviewing designs for optimal leverage of cloud-native services.
- Guide engineering, DevOps, cybersecurity, data engineering, and compliance teams in cloud-related initiatives.
- Act as the technical subject matter expert in vendor selection, contract reviews, and establishing KPIs tied to uptime, performance, and cloud spend.
- Manage cloud modernization efforts, and refactoring legacy workloads for cloud optimization.
- Develop and periodically update reference architectures for cloud environments that codify industry standards, best practices, regulatory requirements, and lessons learned from organizational experience.
- Create high-level and detailed architecture models that address networking, security, scalability, interoperability, and compliance requirements across public, private, hybrid clouds, and edge interoperability models.
- Ensure reference architectures are usable for product development, data services, software design, and security teams.
- Establish and document technical standards for cloud implementations and architectural guardrails.
- Vet proposed exceptions or deviations from standards, acting as technical authority for risk review and remediation pathways.
- Own the architectural change management process for all cloud-related initiatives, documenting impact analysis, communication plans, approval processes, and rollback strategies.
- Facilitate collaborator reviews and cross-functional meetings to evaluate proposed changes to reference architecture or standards, stabilizing agility and risk.
- Manage post-implementation reviews, capturing feedback to iterate on standards and architectural models.
- Monitor emerging cloud technologies and industry trends; evaluate their impact on existing architectures and standards.
- Run periodic standards review cycles to ensure the organization’s reference models and guardrails remain current, relevant, and market-leading.
- Educate and mentor teams on the rationale and benefits of standards, fostering a culture of mutual architectural ownership.
- Current proficiency in automation, scripting, and Infrastructure-as-Code
- Experience in highly regulated industries, Digital Health, Medical Devices, or Health Tech.
- Advanced certifications highly preferred (e.g., AWS Certified Solutions Architect, Azure Solutions Architect Professional)
Intuitive Surgical designs, manufactures, and sells robotic surgical systems and provides related services and accessories for minimally invasive surgery. The core product helps surgeons perform operations with enhanced precision by guiding robotic arms controlled from a console, allowing procedures to be done through small incisions. Instruments and consumables are used with the systems and are supported by service contracts, creating a recurring revenue stream. Compared to competitors, Intuitive has a large installed base and focuses specifically on robotic-assisted surgery, combining devices, disposable instruments, and ongoing services to support hospitals and surgical centers. Its goal is to improve patient outcomes by enabling safer, less invasive procedures while expanding the use and capabilities of robotic surgery for more procedures and providers.
Company Size
10,001+
Company Stage
IPO
Headquarters
Sunnyvale, California
Founded
1995
Simplify's Take
What believers are saying
- Bariatric surgery market expansion as da Vinci outperforms GLP-1 drugs for sustained weight loss.
- Ion bronchoscopy system procedures grew 39% YoY with 1,041 installed units capturing lung cancer detection.
- Less than 5% of eligible surgeries globally performed robotically indicates substantial international adoption runway.
What critics are saying
- FDA Class II recalls of instruments with fraying cables disrupt 86% of Q1 recurring revenue.
- FDA safety communication on curved tip staplers halts hospital use, eroding surgeon confidence in reliability.
- EU MDR recertification deadline December 2028 halts 25% European sales during redesign and testing.
What makes Intuitive Surgical unique
- 70-80% market share in soft-tissue robotics with 11,395 installed da Vinci systems globally.
- 85% recurring revenue from instruments, accessories, and service contracts provides predictable cash flow.
- da Vinci 5 platform expands into cardiac surgery and complex procedures previously requiring open surgery.
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Benefits
Hybrid Work Options
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 0%2 year growth
↑ 0%Intuitive Surgical could emerge as a dark horse in the anti-obesity market as bariatric surgery proves more effective than GLP-1 drugs for long-term weight loss. A recent study of over 50,000 patients found surgery patients lost an average of 58 pounds after two years, compared to just 12 pounds for those using GLP-1 medications. The study also showed surgery delivers more sustainable results. Gastric bypass patients maintain around 52% of their excess weight loss after 10 years, whilst GLP-1 users often regain all lost weight after stopping treatment. Intuitive's da Vinci surgical system offers minimally invasive bariatric surgery options. The company generated $10.1 billion in revenue last year, up from $8.4 billion, with profit margins around 28%. Despite shares falling over 20% this year, the company's position in surgical innovation makes it a compelling long-term investment.
Intuitive Surgical has experienced recent share price weakness, declining 3% in one day with negative returns over the past week, month and three months. The stock currently trades at $452.66, down 10.1% over one month and 19.45% year-to-date, though three-year total shareholder returns remain strong at 77.19%. The medical technology company reports annual revenue of $10.1 billion and net income of $2.9 billion, maintaining a dominant position in minimally invasive surgical technology. According to one valuation analysis, Intuitive Surgical's fair value sits at $532.46, suggesting the stock is undervalued by approximately 15% at current levels. The analysis projects 12% annual revenue growth over the next five years, supported by recurring revenues from spare parts and software licences, with profit margins expected to reach 30% from the current 28.6%.
Intuitive Surgical shares rose 23% following Jim Cramer's recommendation on CNBC's Squawk on the Street in June 2025, where he urged investors to "just go buy ISRG". The medical robotics company experienced a 27% surge in October after reporting third-quarter earnings that beat analyst estimates. Revenue reached $2.51 billion against expectations of $2.40 billion, whilst adjusted earnings per share hit $2.40 versus the predicted $1.98. However, the stock declined 2.7% in January 2026 after Intuitive Surgical released preliminary fourth-quarter results, citing concerns that Medicaid funding cuts and competing products could slow growth of its robotic surgical systems. Despite the recent setback, shares remain up significantly since Cramer's initial endorsement, though they're down 7.8% over the past year.
Intuitive Surgical faces headwinds from tariffs and increased competition in the robotic-assisted surgery market, yet its fundamentals remain strong. The medical device company reported fourth-quarter revenue growth of 19% to $2.87 billion, whilst adjusted earnings per share rose 14.5% to $2.53. Procedures using its da Vinci surgical system increased 17%, with the installed base growing 12% to 11,106 units. However, the stock trades at 47.6 times forward earnings, compared to the healthcare sector average of 17.1. New competition is emerging, with Medtronic's Hugo system recently cleared and Johnson & Johnson expected to launch its own device soon. Despite these challenges, Intuitive Surgical maintains advantages through switching costs and extensive real-world data, whilst the underpenetrated robotic-assisted surgery market offers long-term growth potential.
Intuitive Surgical maintained a 37% operating margin in Q4 despite tariffs creating a 95 basis point drag, alongside higher facility costs and unfavourable product mix from newer platforms like da Vinci 5 and Ion. The company offset these pressures through product cost reductions, component savings and manufacturing efficiencies. Procedure growth of 18% in Q4 and recurring revenue now comprising 81% of total revenues provided operating leverage. Management's 2026 gross margin guidance of 67-68% suggests continued stability, even as tariff headwinds are expected to increase to roughly 1.2% of revenues. Meanwhile, Boston Scientific expanded adjusted operating margins by 100 basis points to 28% in 2025, though tariffs will offset favourable product mix in 2026. The company expects 50-75 basis points operating margin expansion in 2026 through scale efficiencies and supply-chain optimisation.