The CEO of Allbirds’ new AI biz has a plan, but no employees
techcrunch.com Jun 19, 2026

The CEO of Allbirds’ new AI biz has a plan, but no employees

AI-summarised brief · reviewed before publication

Allbirds has pivoted to AI, selling its shoe business for $43 million and raising $100 million from the stock market, rebranding as Smartbird. Nadia Carlsten, a former AWS executive, has been appointed as Smartbird's CEO, tasked with recruiting a new team and establishing an office. Smartbird aims to provide AI infrastructure, targeting customers who require direct control over servers and value data sovereignty. The company will focus on managed deployments, competing with internal company projects rather than hyperscalers or neoclouds. Carlsten expects to deploy compute clusters for several customers by the end of the year, with a focus on agility and control rather than large-scale operations.

💡 Why It Matters

  • · Smartbird's focus on data sovereignty sets it apart in a market dominated by public cloud services, addressing the needs of companies in regulated industries.
  • · Its unique approach may attract customers willing to pay a premium for customized AI infrastructure solutions.