BREAKING
Allbirds Becomes Smartbird, Inc.
From Sneakers to AI Compute
1
Sell footwear unit
↓
2
Rename to Smartbird
↓
3
Launch AI infra
0
M
Old facility
0
M
New facility
New CEO Nadia Carlsten
Smartbird vs Hyperscalers
Smartbird
new
●
Managed private AI clusters
●
Pharma, finance, public sector
Rivals
●
AWS, CoreWeave, Crusoe
●
Spot GPU markets
Pre-Revenue, Monetizing by 2027
AI NEWS BLITZ
Sneaker maker Allbirds has officially relaunched as an AI infrastructure company.