O

OpenAI

Builds AI models and the ChatGPT assistant

Hardware Strategic Sourcing Manager - Optics

Full-Time
$226k - $378k/yr
Expert
San Francisco, CA, USA
In Person
Operations & LogisticsProcurement & Sourcing

About the job

Requirements
  • Ten or more years of experience in strategic sourcing, procurement, supplier management, or supply-chain leadership within optical communications, fiber optics, high-speed interconnects, semiconductors, networking hardware, data-center infrastructure, or advanced hardware manufacturing.
  • Demonstrated experience sourcing fiber-optic components, optical cable assemblies, fiber connectivity, passive optical assemblies, optical packaging/assembly services, or similar high-volume hardware-integration categories.
  • Strong familiarity with the fiber and optical interconnect supply chain, including cable assemblies, harnesses, fiber shuffles, backplanes, fiber-array units, fiber-to-chip interfaces, optical packaging services, electronics, assembly, testing, and associated manufacturing processes.
  • Experience evaluating optical and interconnect suppliers against technical requirements such as bandwidth, insertion loss, signal integrity, reliability, thermal performance, power, quality, manufacturability, and production readiness.
  • Understanding of the technical and supply-chain challenges associated with scaling high-speed optical connectivity in AI, hyperscale data-center, or high-performance computing environments.
  • A proven track record of leading competitive sourcing processes, negotiating complex commercial agreements, and building long-term supplier partnerships.
  • Expertise in should-cost modeling, open-book pricing, total cost of ownership, supplier cost structures, and commercial optimization for hardware components and assemblies.
  • Experience securing supplier capacity and managing supply constraints across complex, multi-tier global supply chains.
  • Experience supporting supplier qualification, product development, manufacturing readiness, program bring-up, production ramp, and ongoing supplier performance management.
  • Technical credibility to collaborate effectively with optical, electrical, signal-integrity, systems, manufacturing, and reliability engineers and translate engineering requirements into actionable sourcing strategies.
  • Strong analytical judgment to balance cost, performance, supply continuity, quality, capacity, and delivery across a complex supplier ecosystem.
  • Experience working with global suppliers and identifying opportunities to improve supply resilience, production capacity, and long-term technology alignment.
  • Comfort operating in a fast-moving, ambiguous environment and building scalable sourcing processes where established playbooks do not yet exist.
Responsibilities
  • Develop and execute a comprehensive sourcing strategy for fiber and optical interconnect components supporting high-bandwidth AI systems and infrastructure.
  • Own sourcing across optical fiber cable assemblies, internal optical harnesses, fiber shuffles, optical backplane assemblies, standalone passive optical assemblies, fiber-array units, fiber-to-chip interfaces, detachable connectors, and optical routing.
  • Develop a deep understanding of the optical supply chain, including critical raw materials, fiber and cable manufacturing, connector ecosystems, component manufacturing, assembly and test capacity, and key sub-tier dependencies.
  • Identify, evaluate, qualify, and manage suppliers across the fiber and optical interconnect ecosystem, including fiber manufacturers, cable and assembly suppliers, connector manufacturers, optical component suppliers, fiber suppliers, connector/ferrule suppliers, fiber-array unit suppliers, and manufacturing partners.
  • Lead requests for information, requests for proposals, and requests for quotations; establish evaluation criteria; coordinate technical and commercial assessments; and recommend sourcing decisions aligned with performance, cost, supply security, quality, capacity, and scalability requirements.
  • Partner with engineering teams to evaluate supplier capabilities across optical performance, insertion loss, return loss, signal integrity, bandwidth, power consumption, reliability, thermal performance, mechanical robustness, manufacturability, and production readiness.
  • Partner with engineering to understand technology roadmaps and translate next-generation system requirements into sourcing strategies, supplier development plans, and long-term capacity requirements.
  • Negotiate supplier agreements covering pricing, engineering support, nonrecurring engineering, tooling, manufacturing and test capacity, lead times, quality requirements, intellectual property, warranties, service levels, and long-term supply commitments.
  • Develop and maintain detailed cost models and pricing frameworks covering fiber, connectors, cable and assembly content, optical and electronic components, manufacturing, testing, yield, logistics, supplier margins, and total cost of ownership.
  • Drive competitive cost structures through should-cost analysis, open-book pricing, benchmarking, volume agreements, value engineering, supplier competition, and multiyear cost-reduction roadmaps.
  • Collaborate with engineering and manufacturing teams to support supplier qualification, design reviews, component selection, validation, pilot builds, system bring-up, production readiness, and ramp to volume.
  • Establish sourcing and capacity strategies that address long lead times, constrained manufacturing capacity, sub-tier dependencies, supplier concentration, geographic and geopolitical exposure, technology transitions, and component lifecycle risks.
  • Develop multi-source and supply-continuity strategies for critical optical components, identifying where supplier concentration or specialized manufacturing capabilities create risk to development or production ramps.
  • Work with suppliers to secure capacity ahead of demand, including visibility into raw materials, manufacturing equipment, assembly capacity, test capacity, yield, and sub-tier constraints that could limit system production.
  • Build and manage strategic supplier relationships through executive engagement, business reviews, performance scorecards, issue escalation, corrective action plans, and alignment on future fiber and optical-interconnect technology roadmaps.
  • Partner with finance, legal, security, quality, and operations teams to ensure sourcing decisions meet technical, commercial, compliance, and risk-management requirements.
  • Develop repeatable processes and reporting for category strategy, supplier performance, pricing, capacity planning, component availability, and supply risk, including relevant enterprise resource planning, material requirements planning, and product lifecycle management workflows.

About the company

OpenAI researches and builds artificial intelligence models and turns them into products for people, developers, and businesses, with a stated mission of making sure artificial general intelligence benefits all of humanity. Its launch of ChatGPT in 2022 brought generative AI into everyday use. People use ChatGPT to ask questions, write, code, and analyze files, developers build OpenAI's models into their own apps through its API, and its Codex agent works through coding tasks on its own. OpenAI earns money from ChatGPT subscriptions, business plans, and API usage. Sam Altman, Elon Musk, and others co-founded it in 2015; it is based in San Francisco and overseen by a nonprofit, the OpenAI Foundation.

Company Size

1,001-5,000

Company Stage

Late Stage VC

Total Funding

$226.5B

Headquarters

San Francisco, California

Founded

2015

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Simplify's Take

What believers are saying

  • Sales are compounding: OpenAI's yearly revenue pace doubled from $24 billion in March 2026 to nearly $50 billion in September.
  • Equity turns into cash regularly: staff sold $7 billion of shares in August 2026, after $6.6 billion in October 2025.
  • Room to grow: OpenAI plans to nearly double staff to 8,000 by year-end and listed 816 openings in October 2026.

What critics are saying

  • Its chief rival pulled ahead: Claude maker Anthropic's $965 billion valuation in May 2026 topped OpenAI's $852 billion.
  • Profits are years away: OpenAI's own forecast, reported in September 2026, shows $278 billion of cash burn through 2030.
  • Expect leadership churn: 15 senior leaders, including the revenue and applications chiefs, left OpenAI between January and September 2026.

What makes OpenAI unique

  • A nonprofit is in charge: the OpenAI Foundation appoints OpenAI's whole board and held a 26% stake in October 2025.
  • ChatGPT reaches about one in seven people on Earth: 1.2 billion used it each week as of September 2026.
  • Microsoft is a major part-owner: it held about 27% in October 2025 and licenses OpenAI's models through 2032.

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Benefits

Health insurance

Dental and vision insurance

Flexible spending account for healthcare and dependent care

Mental healthcare service

Fertility treatment coverage

401(k) with generous matching

20-week paid parental leave

Life insurance (complimentary)

AD&D insurance (complimentary)

Short-term/long-term disability insurance (complimentary)

Optional buy-up life insurance

Flexible work hours and unlimited paid time off (we encourage 4+ weeks per year)

Annual learning & development stipend

Regular team happy hours and outings

Daily catered lunch and dinner

Travel to domestic conferences

Growth & Insights and Company News

Headcount

6 month growth

6%

1 year growth

1%

2 year growth

2%
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A Bank of America (BofA) survey of 117 advertisers and agencies suggests ChatGPT is starting to compete with Google for future ad budgets. In the poll, 26% named ChatGPT as the platform likely to gain the most ad spending over the next 12 months, ahead of Google Search at 19% and YouTube at 11%. Google still leads on current spending. Search was picked by 30% as the platform with the biggest rise in spend, and 33% said it was where AI was lifting ad returns fastest. Alphabet's Google Search and other revenue rose 17% to $63.27 billion in the second quarter. OpenAI said ChatGPT Ads passed $1 billion in annualised revenue run rate less than 200 days after launch. In the survey, 28% of respondents already advertise on ChatGPT, and 43% plan to start within 12 months.

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OpenAI chief financial officer Sarah Friar has warned businesses against relying on cheaper Chinese AI models, saying some open-source systems can create cybersecurity risks for corporate networks. Speaking to Bloomberg Television, she said companies should favour Western AI software when protecting sensitive information. Anthropic executive Guillaume Princen made a similar point, noting that users can alter the code of open models. A Wharton School study found managers are split on who is responsible when workplace AI makes a serious error. In one example, a retail worker misconfigured a bot, which sent erroneous refund notices to 18,000 customers within hours. Friar added that US AI companies cannot afford to slow down. She said OpenAI reached nearly $50 billion in annualised revenue in the third quarter and expects roughly $70 billion by year-end.

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OpenAI has named Uday Ruddarraju, a former xAI executive, to lead its infrastructure and compute businesses. The appointment is the latest leadership change among OpenAI's teams focused on expanding data center capacity.

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A Saudi national working as an OpenAI engineer has been arrested for allegedly planting a covert recording device in an executive conference room at the company's San Francisco office, federal authorities announced Tuesday. Abdulrahman Alfozan, 35, was arrested October 9 and charged with using or attempting to use a device to intercept oral communications. OpenAI found the encrypted device on September 30, plugged into a television's USB port and hidden in toilet paper. The room was used for highly confidential talks on research and product plans. Prosecutors said security footage showed Alfozan near the room several times without authorisation. A second device was later found in his bag. OpenAI said it found no sign that model weights, source code, or customer data were accessed. Alfozan has been fired. If convicted, he faces up to five years in prison and a $250,000 fine.