Smartbird publishes Q2 2026 shareholder letter from CEO Nadia Carlsten

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

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