The Capacity TPM Title Hides Two Completely Different Jobs
**Same title. Same line on the job description template. Completely different Tuesday.\ A recruiter reaches out about a role: Capacity TPM. You know the shape of the job — allocate compute, manage growth, keep things running for whatever's live. You've done it before. You take the call.
Then you start, and the job description turns out to have lied by omission. It never said whether "capacity" means a hardware supply chain or an API call.
Two Ways to Own Capacity
Zoom out, and every company running AI or web-scale infrastructure has made one of two bets:
- Own the hardware. Buy the servers and GPUs. Build data centers, or lease space in someone else's. Own the power contracts, the cooling, the supply chain, and the multi-year lead time on the next generation of chips.
- Rent the infrastructure. Let AWS, Google Cloud, or Azure own the hardware, the power, and...
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