Blaize Holdings Stock Price, News & Analysis

Blaize Holdings (NASDAQ: BZAI) has secured a significant $120 million contract with Starshine Computing Power Technology Limited to deploy its hybrid AI platform across Asia. The agreement, spanning from Q3 2025 through 2026, aims to implement energy-efficient edge AI computing infrastructure across APAC's fastest-growing economies.

The partnership targets key markets including India, Indonesia, Japan, South Korea, and China, focusing on smart city applications, industrial automation, and intelligent public services. Blaize's GSP-based AI platform will be integrated into computing clusters, promising reduced energy consumption and lower total ownership costs while enabling real-time, localized decision-making at the edge.

The initiative addresses a $112 billion market opportunity for next-generation intelligent systems in Asia, with applications spanning smart city surveillance, retail security, smart industry, and agricultural technology.

Blaize Holdings (NASDAQ:BZAI) has secured a significant $56 million contract for deploying its edge AI platform across more than 250,000 intelligent surveillance endpoints in Southeast Asia. The deployment, scheduled to begin in Q2 2025 and continue through 2026, will support national-scale smart infrastructure transformation.

The company expects to recognize $6 million in initial revenue across Q2 and Q3 of fiscal 2025. The deployment will power various smart infrastructure applications, including traffic management, license plate recognition, speed analytics, and multimodal sensor fusion at the edge.

The selection of Blaize's technology was driven by its Graph Streaming Processor (GSP) and multimodal inference architecture, which enables efficient analytics across mission-critical workloads and seamless coordination between edge inference and centralized analytics.

Blaize Holdings (NASDAQ: BZAI), a company specializing in energy-efficient AI inference solutions for edge computing in physical systems, has announced its participation in the upcoming Ladenburg Thalmann Technology Expo in New York on May 21, 2025. During the event, the company plans to showcase its edge AI strategy and business model, with a focus on highlighting successful implementations across various sectors including smart infrastructure, defense, and industrial markets.

Blaize (NASDAQ: BZAI) reported its Q1 2025 financial results, showing significant growth with revenue increasing 83% year-over-year to $1.0 million. The company posted a net loss of $147.8 million, largely due to non-recurring expenses from its business combination with BurTech. Adjusted EBITDA loss was $15.4 million. Key business developments include selection by CBIST to lead South Korea's Chungbuk Digital Innovation Hub, advancing commercialization with Turbo Federal for defense applications, and progress in Gulf region defense engagements. For Q2 2025, Blaize expects revenue of $1.5-1.7 million, with fiscal year 2025 guidance of $19-50 million. The company maintains a strong cash position of $45.0 million as of March 31, 2025, and plans to launch a new vertical AI solution platform in Q3 2025.

Blaize Holdings (NASDAQ: BZAI), an AI-enabled edge computing solutions provider, has scheduled its Q1 2025 earnings release for May 14, 2025. The company will discuss its financial results for the quarter ended March 31, 2025, via a webcast at 2:00 PM PT (5:00 PM ET).

Investors can access the live webcast through Blaize's investor relations website at ir.blaize.com. An archived version of the conference call will remain available on the website for one year following the live presentation.

Blaize Holdings (NASDAQ:BZAI) has been selected by the Chungbuk Institute of Science and Technology (CBIST) to develop the region's Digital Innovation Hub for smart city solutions in Chungcheongbuk-do, South Korea. The project is set for 2025.

Blaize will provide core technologies including AI, edge computing, IOT, and data analytics capabilities, along with technical consulting and pilot testing support. The company's solution addresses critical challenges in smart city environments by delivering high-performance AI at the edge with ultra-low power and latency-optimized architecture.

The partnership aims to expand AI-powered smart city solutions across the region, with CBIST actively developing smart city solutions and collaborating with leading semiconductor companies to create AI-driven public services.

Blaize Holdings (NASDAQ: BZAI) and BroadSat Technologies have announced a strategic partnership to develop AI-powered edge computing platforms for telecom and broadcast infrastructure. The collaboration introduces AICON Edge, a platform integrating Blaize's Graph Streaming Processor (GSP) into BroadSat's infrastructure.

The solution transforms traditional telecom and broadcast towers into intelligent compute nodes, enabling real-time AI inference and optimized video streaming at the edge. AICON Edge is designed to work with RF, 5G, Broadcast Internet, and IP-based infrastructure, enhancing Content Delivery Networks and supporting OTT/OTA distribution models.

Key capabilities include:

• Edge inference and AI processing via embedded Blaize GSP
• Real-time video delivery and content optimization
• Multi-layer connectivity support
• Edge caching and compute

The platform will be deployed across BroadSat's global smart infrastructure projects, enabling AI-driven services for Smart Cities, Public Safety, Precision Agriculture, Telemedicine, Education, and Emergency Response.

Blaize Holdings (NASDAQ:BZAI) has released its fiscal year 2024 financial results, showing a decrease in net revenue to $1.6 million from $3.9 million in 2023. The revenue primarily came from strategic consulting fees from a European automotive OEM.

The company reported a net loss of $61.2 million, a 30% improvement from the $87.6 million loss in 2023. Adjusted EBITDA loss increased to $43.3 million compared to $30.3 million in 2023. Cash and cash equivalents stood at $50.2 million as of December 31, 2024.

Blaize has established several strategic partnerships, including agreements with KAIST, alwaysAI, VSBLTY, and Turbo Federal, focusing on edge AI computing applications across various sectors including Smart Cities, defense, and automotive industries.

Blaize Holdings (NASDAQ:BZAI) has announced a strategic partnership with Turbo Federal to facilitate AI technology implementation within the U.S. Department of Defense's Chief Digital and Artificial Intelligence Office (CDAO). The collaboration provides access to a blanket purchase agreement worth up to $249M for AI solutions in military operations.

Through this Master Services Agreement, Turbo Federal will leverage its established relationships with federal agencies to help Blaize penetrate the federal market, particularly focusing on the DoD's CDAO. The partnership aims to develop and test AI solutions for national security purposes, enabling the CDAO to work efficiently with prime contractors for DoD users.

Blaize's architecture and programming model specializes in creating low-latency, energy-efficient AI solutions for intensive processing needs, including image processing, security systems, and natural language processing. This partnership follows Blaize's other collaborations with organizations like the Korea Advanced Institute of Science and Technology, alwaysAI, and VSBLTY.