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HP

Competitive Intelligence Lead – AI Software, Hardware

HP

. Lead HP Personal Systems' competitive intelligence on the AI software and hardware ecosystem .

Posted 9/16/2026full-timePalo Alto • California • United StatesSenior💰 $147,050 - $230,850 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in competitive intelligence and strategic analysis within the AI software and hardware ecosystem, with a strong focus on synthesizing complex data into actionable insights for senior leadership. Proven ability to lead teams, manage research agendas, and navigate the competitive landscape of the PC and semiconductor industries.

Highest-signal resume keywords
Competitive IntelligenceAI Software and Hardware KnowledgeFinancial and Analytical FluencyPeople LeadershipStrategic Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Competitive StrategyMarket AnalysisEarnings AnalysisData SynthesisScenario PlanningAI PositioningProduct Roadmap TrackingOn-Device AI KnowledgeUnit EconomicsRegulatory Landscape Understanding
Soft Skills
Exceptional Communication SkillsAbility to Distill ComplexityExecutive PresenceTeam Development
Tools & Technologies
AI-Augmented Research ToolingLLM-Based Research Workflows
Certifications & Qualifications
MBAAdvanced Degree
Industry Keywords
PC IndustrySemiconductor IndustryConsumer ElectronicsChina/APAC OEM DynamicsExport-Control Regulations

About the role

Key responsibilities & impact
  • Lead HP Personal Systems' competitive intelligence on the AI software and hardware ecosystem
  • Manage continuous competitor analysis across Lenovo, Dell, Apple, Asus, Acer, Honor, Huawei, Xiaomi, and emerging players
  • Track product roadmaps, AI positioning, go-to-market, partnerships, and pricing changes
  • Lead quarterly earnings analysis and business-performance comparisons
  • Maintain a living map and point of view on models, software, devices, edge AI, and on-device workloads
  • Synthesize findings into concise, decision-ready strategic insights and brief division strategy teams, division presidents, the SVP, and PS president
  • Run scenario-planning and war-gaming exercises and recommend HP's pre-emptive posture
  • Maintain an emerging-threat radar covering startups, new form factors, agentic devices, and regional entrants
  • Build AI-augmented tooling, data pipelines, and a shared knowledge base
  • Manage, coach, and develop a team of 3-4 analysts
  • Set the research agenda, quality bar, and operating cadence
  • Support Strategy and business leaders with research, analysis, testing, and presentations for PS Strategy Projects

Requirements

What you’ll need
  • 8+ years in competitive intelligence, corporate or competitive strategy, equity research, management consulting, or product/market strategy
  • Experience ideally touching technology hardware, semiconductors, or software
  • Strong working knowledge of the AI landscape across software and hardware models, on-device/edge AI, NPUs and accelerators, and the AI PC ecosystem
  • Financial and analytical fluency, including earnings calls, 10-Qs, unit economics, margins, and mix
  • Exceptional verbal and written communication skills
  • Ability to distill complexity into clear narratives for senior executives
  • Strategic mindset connecting signals to business risk and strategic opportunity
  • Demonstrated people leadership, including managing and developing analysts or associates
  • Executive presence and credibility with senior, cross-functional stakeholders
  • Experience in the PC/client-device, semiconductor, or consumer-electronics industry preferred
  • Familiarity with AI-augmented research tooling and LLM-based research workflows preferred
  • Global market perspective, including China/APAC OEM dynamics and export-control and regulatory landscape preferred
  • MBA or relevant advanced degree preferred

Benefits

Comp & perks
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Long term/short term disability insurance
  • Employee assistance program
  • Flexible spending account
  • Life insurance
  • 4-12 weeks fully paid parental leave based on tenure
  • 11 paid holidays
  • Additional flexible paid vacation and sick leave