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Allbirds turns Smartbird: shoe business sold, pivots to AI infrastructure under new CEO

Allbirds sells its shoe business for $43M, raises $100M on the market and relaunches as Smartbird with Nadia Carlsten as CEO to build an AI infrastructure business.

In detail

  • Shoe unit sold for $43 million; company rebranded Smartbird
  • Raised an additional $100 million from the stock market
  • Nadia Carlsten (ex‑AWS, ex‑DCAI) named CEO and is hiring leadership, starting with infrastructure ops
  • Target customers: those needing direct control of servers and data sovereignty rather than public cloud scale

Why it matters

A consumer brand leveraging market momentum to enter AI infrastructure highlights investor appetite and the strategic appeal of offerings that emphasize control and data sovereignty over pure cloud scale.

For you Assess whether your regulatory or business needs favor dedicated infrastructure over public cloud and watch Smartbird as a potential Europe‑centric provider.

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