2026年4月15日 / 美国东部时间下午1:50 / 哥伦比亚广播公司新闻
Allbirds正用服务器取代运动鞋，出售其鞋类品牌，全力转型为AI公司，此举推动其股价飙升600%。
这家主打环保理念的制鞋企业周三宣布，将转型为一家AI业务公司，计划将新公司命名为“NewBird AI”。Allbirds表示，将聚焦“AI计算基础设施”，长期目标是提供完全整合的云计算模式。该公司称，已与一家机构投资者达成5000万美元的协议，以推进这一转型。
以极简风羊毛运动鞋闻名的Allbirds，将把其鞋类业务资产出售给美国交易所集团（American Exchange Group），该集团旗下拥有30多个涵盖时尚、珠宝、鞋类和个人护理领域的品牌。投资者对这一举措反响热烈，其股价暴涨幅度让人联想到20世纪90年代末的互联网泡沫时期，当时多家企业宣布转型线上业务后股价大幅上涨。
全球数据零售分析师尼尔·桑德斯（Neil Saunders）表示，Allbirds正借助原有业务的外壳筹集资金，将自身转型为一家专注AI的新企业。
“这并非坏事，它可能为投资者和部分员工带来新的生机，”他在发给哥伦比亚广播公司新闻的邮件中说道，“AI计算能力存在需求，但所谓的‘NewBird AI’在该领域拥有何种专业知识，以及它打算如何抢占市场份额，目前仍不明朗。”
该公司股价在午盘早盘交易中上涨14.86美元，涨幅达597%，收于17.35美元。
这家总部位于旧金山的公司此时加入AI赛道，正值该技术为投资者带来巨额财务回报之际。许多人认为这种乐观情绪言过其实，他们担忧市场可能正处于AI泡沫之中。
Allbirds将此次转型视为填补AI市场空白的一种方式。该公司在声明中表示：“AI开发与应用的崛起，对专业化、高性能计算产生了前所未有的结构性需求，而当前市场难以满足这一需求。”
Allbirds says it’s ditching footwear and pivoting to become an AI company. Its stock just jumped 600%.
April 15, 2026 / 1:50 PM EDT / CBS News
Allbirds is trading in sneakers for servers, selling its footwear brand as it races to reinvent itself as an AI company in a move that sent its stock soaring 600%.
The eco-friendly shoe company announced Wednesday that it is transitioning into an AI business, which it plans to name “NewBird AI.” Allbirds said it will focus on “AI compute infrastructure,” with a long-term goal of offering a fully integrated cloud computing model. The company said it has reached a $50 million agreement with an institutional investor to make the change.
Allbirds, known for its minimalist wool sneakers, will sell its footwear assets to American Exchange Group, which owns more than 30 brands across fashion, jewelry, footwear and personal care. Investors cheered the move, with its outsized gains reminiscent of the dot-com boom of the late 1990s, when companies’ stocks soared after they announced they were switching to an online model.
GlobalData retail analyst Neil Saunders said Allbirds is using the shell of the former business to generate capital and transform itself into a new AI-focused venture.
“That is not a bad thing as it could provide a new lease of life for investors and some employees,” he told CBS News in an email. “There is demand for AI compute capacity, but quite what expertise the so-called NewBird AI has in the space and how it intends to capture market share remain unclear.”
The company’s stock jumped $14.86, or 597%, to $17.35 in early afternoon trading.
The San Francisco-based company is entering the AI race at a time when the technology is delivering huge financial returns for investors. Many think the optimism is overstated, citing concerns that the market could be in an AI bubble.
Allbirds framed its pivot as a way to help fill a gap in the AI market. “The rise of AI development and adoption has created unprecedented structural demand for specialized, high-performance compute that the market is struggling to meet,” the company said in its statement.
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