Smartbird publishes Q2 2026 shareholder letter from CEO Nadia Carlsten
BIRD•Capital access and operating priorities
Capital access was cited at over USD 200 million as of June 30, 2026, via cash, a convertible financing facility, and an ATM program.
Progress tracking will focus on customer demand quality, contracted capacity, deployed capacity, and speed of deployment.
Shareholder letter outlines shift to AI infrastructure
Smartbird CEO Nadia Carlsten published a shareholder letter outlining the company’s shift from footwear to AI infrastructure.
The strategy targets enterprise inference demand with dedicated, managed infrastructure, including on-premises deployments, positioned between shared cloud and bespoke builds.
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