From Sneakers to Semiconductors: Allbirds Rebrands as Smartbird to Power AI Infrastructure
Allbirds has pivoted from footwear to AI infrastructure, selling its shoe business and rebranding as Smartbird with Nadia Carlsten as CEO to build a mid-market, single-tenant GPU platform for enterprises and sovereign AI. The company will source GPUs from multiple vendors and tailor infrastructure for specific customers, avoiding direct competition with hyperscalers.