Smartbird, Inc. (NASDAQ: BIRD) announced on November 12, 2026, that it has secured data center capacity and established key technology relationships to accelerate the deployment of its AI infrastructure. The company filed a Form 8-K on November 13, 2026, which included a shareholder letter from CEO Nadia Carlsten outlining these business updates.
The letter details two primary strategic partnerships. Smartbird has partnered with Supermicro to access a broad portfolio of computing platforms and rack-scale systems. This collaboration is intended to provide flexibility across processor architectures, system configurations, and deployment sizes. Additionally, the company has partnered with WEKA to integrate advanced data and memory infrastructure into its managed AI offerings. The CEO noted that WEKA's technology is critical for addressing the requirements of inference and agentic AI workloads, which are expected to become dominant in AI data centers by 2030.
In terms of physical infrastructure, Smartbird has secured data center capacity through an agreement with Expedient. This partnership is intended to support opportunities in the company's commercial pipeline by providing U.S. facilities with the necessary power, cooling, and connectivity. The CEO stated that securing this capacity is a prerequisite for converting commercial discussions into customer commitments.
The CEO also addressed the evolving commercial landscape, noting that prospective customers are shifting their focus from GPU availability to the performance and economics of the entire system. Smartbird is currently advancing several discussions into detailed technical and commercial planning, including system configurations, deployment locations, and financing structures. The company plans to convert these opportunities into customer commitments and revenue in the coming quarters.
