Nokia, Blaize, and Datacomm Diangraha Unite to Deliver Hybrid AI Inference Across Indonesia and Southeast Asia

Rhea-AI Summary

Blaize (Nasdaq: BZAI) announced a three-way strategic collaboration with Nokia and PT Datacomm Diangraha to deploy hybrid AI inference infrastructure across Indonesia and APAC. The partnership pairs Nokia networking, Blaize energy-efficient edge inference, and Datacomm's 30-year Indonesian deployment expertise, with Nokia-Blaize reference architecture validated in Singapore.

Datacomm reports a 50%+ surge in customer AI inference demand over six months; Indonesia will serve as the reference market for wider regional expansion.

Positive

• 50%+ surge in customer AI inference demand reported by Datacomm over six months
• Nokia-Blaize reference architecture validated at Nokia Innovation Lab in Singapore
• Blaize validated in production edge environments with lower power and cost profiles

Negative

• MoU framework with Datacomm remains to be converted into deployed, revenue-generating infrastructure
• Planned APAC expansion is contingent on validated Indonesian deployments before broader rollout

News Market Reaction – BZAI

-12.04%

43 alerts

-12.04% Session close to close

+3.1% Peak Tracked

-19.6% Trough Tracked

$265.13M Market Cap

0.8x Rel. Volume

In the Apr 28 session, BZAI declined 12.04%, reflecting a significant negative market reaction. Argus tracked a peak move of +3.1% during that session. Argus tracked a trough of -19.6% from its starting point during tracking. Our momentum scanner triggered 43 alerts that day, indicating elevated trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock dropped -12.0% in the session following this news. A negative reaction despite positive ne...

Analysis

The stock dropped -12.0% in the session following this news. A negative reaction despite positive news fits prior instances where AI-related announcements did not always translate into immediate upside, such as earlier MoUs or showcase events. With BZAI trading below its $2.70 200-day MA and historically mixed moves on AI-tagged news (average 10.64% but including declines), the market has sometimes focused on execution and existing financial disclosures rather than headline partnership potential.

Key Figures

Sovereign AI GDP impact: USD $140 billion Economic growth: 6.8% AI sector growth: 31% CAGR +4 more

7 metrics

Sovereign AI GDP impact USD $140 billion Forecast contribution to Indonesia’s GDP by 2030

Economic growth 6.8% Potential annual growth from sovereign AI by 2030

AI sector growth 31% CAGR Indonesia AI sector growth rate, highest in Southeast Asia

AI inference demand 50%+ surge Datacomm customer AI inference demand over past six months

Regional experience 30 years Datacomm’s experience building Indonesian digital infrastructure

Employee count more than 450 employees Datacomm workforce size

Digital sovereignty priority 89% of enterprises Share ranking digital sovereignty as key technology factor

Previous AI Reports

5 past events · Latest: Apr 21 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Apr 21	Indonesia AI MoU	Positive	-7.6%	Non-binding MoU with Datacomm to explore AI inference solutions across Indonesia.
Apr 16	APAC AI contract	Positive	+45.7%	Contract of up to $50M with NeoTensr for co-branded AI edge data center deployments.
Apr 09	AI services launch	Positive	+12.2%	Planned launch of Blaize AI Services to turn AI infrastructure into production APIs.
Oct 08	GITEX showcase	Positive	+3.5%	Showcasing edge AI at GITEX with prior $56M and $120M regional AI infrastructure deals.
Sep 30	Smart safety rollout	Positive	-0.6%	$56M VSaaS deployment with Yotta, transforming 250,000 cameras across India.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

AI‑tagged announcements for BZAI often describe sizable contracts or platform launches, with mixed price reactions: some strong rallies on commercial wins alongside occasional declines or flat moves on partnership or showcase news.

Recent Company History

Recent AI news for BZAI has focused on scaling its edge and hybrid AI presence across Asia and beyond. In September–October 2025, the company highlighted a $56 million smart public safety deployment across 250,000 cameras in India and major Southeast Asia and Asia infrastructure deals. In April 2026, BZAI announced a planned Blaize AI Services platform, a large up to $50M NeoTensr contract, and an MoU with Datacomm in Indonesia, building directly toward today’s expanded Nokia‑Datacomm collaboration.

Key Terms

cagr, gpu, ai inference, memorandum of understanding

4 terms

cagr financial

"Indonesia's broader AI sector is expanding at a 31% CAGR, the highest rate..."

Compound Annual Growth Rate (CAGR) measures the average yearly growth of an investment, revenue, or other metric over a multi-year period as if it had grown at a steady rate each year. Think of it like the constant speed that would take you from the starting value to the ending value over the same time—useful because it smooths out ups and downs and lets investors compare different assets or performance periods on an even footing.

gpu technical

"Telco-grade GPU networking, energy-efficient enterprise edge AI..."

A GPU (graphics processing unit) is a specialized computer chip designed to handle many calculations at once, originally for rendering images and video but now widely used for tasks like artificial intelligence, data analysis and high-performance computing. Investors watch GPU demand and prices because strong sales often signal growth for chip makers and their customers, affect profit margins and capital spending, and can forecast wider trends in gaming, AI adoption and cloud services.

ai inference technical

"to accelerate the deployment of hybrid AI inference infrastructure across Indonesia..."

AI inference is the step where a trained artificial intelligence model uses its learned patterns to analyze new data and produce an output — for example, predicting a stock trend, flagging a medical image, or generating text, much like using a recipe to cook a meal. It matters to investors because inference determines real-world performance, speed, and cost of AI features, affects user experience and scalability, and influences operating expenses, regulatory compliance, and competitive advantage.

memorandum of understanding regulatory

"the Memorandum of Understanding (MoU) signed between Blaize and Datacomm..."

A memorandum of understanding (MOU) is a formal agreement between two or more parties that outlines their shared intentions and plans to work together. It acts like a handshake in writing, clarifying each side’s roles and expectations before any official contract is signed. For investors, an MOU signals that parties are serious about collaboration, which can influence future business opportunities and potential growth.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Three-way strategic alliance combines Telco-grade GPU networking, energy-efficient enterprise edge AI, and 30 years of regional infrastructure expertise

HIGHLIGHTS

• Three-way strategic collaboration between Nokia, Blaize, and Datacomm for AI infrastructure across Indonesia's public sector, geospatial, and enterprise verticals
• Nokia Network Innovation Lab in Singapore validates joint Nokia-Blaize reference architecture, enabling pre-integrated, production-ready deployments with combined AI compute, networking, security, and lifecycle automation
• Datacomm — a Nokia partner with over 30 years of Indonesian market expertise — reports 50%+ surge in customer AI inference demand over the past six months, confirming immediate in-market pipeline
• Blaize's programmable, energy-efficient inference platform has been validated in production edge environments, delivering cost structures and power profiles that GPU infrastructure alone cannot achieve at distributed scale.

EL DORADO HILLS, Calif., April 28, 2026 /PRNewswire/ -- Blaize Holdings, Inc. (Nasdaq: BZAI, Nasdaq: BZAIW) ("Blaize," the "Company," "we," "our," or "us"), a leader in programmable, energy-efficient AI computing, today announced a three-way strategic collaboration with Nokia and PT Datacomm Diangraha to accelerate the deployment of hybrid AI inference infrastructure across Indonesia and the wider Asia-Pacific (APAC) region. Building on Nokia's and Blaize's strategic partnership announced in January 2026, and the Memorandum of Understanding (MoU) signed between Blaize and Datacomm at GITEX AI Asia 2026, the collaboration aligns each partner's distinct strengths into a single, pre-validated technology and go-to-market stack — making enterprise and public-sector AI deployment faster, more cost-effective, and operationally reliable.

Indonesia's AI Inflection Point

The AI opportunity in Indonesia is accelerating fast. Sovereign AI alone is forecast to add up to USD $140 billion to the country's GDP by 2030, equivalent to annual economic growth of up to 6.8%, according to the Empowering Indonesia Report 2025 by Indosat Ooredoo Hutchison and Twimbit. Indonesia's broader AI sector is expanding at a 31% CAGR, the highest rate in Southeast Asia (Marketing-Interactive, 2026).

Indonesia's technology landscape is undergoing a structural shift. Across government, telecommunications, manufacturing, and enterprise, the question is no longer whether to adopt AI — it is how to deploy it at scale, reliably and economically. Datacomm, one of Indonesia's leading IT service providers, has seen this transformation in real time.

The Hybrid Advantage: GPU for Telco RAN, Blaize for Enterprise Edge

A central principle of the Nokia-Blaize-Datacomm collaboration is that no single compute paradigm serves every AI workload — and the most effective enterprise AI architectures are hybrid ones. Nokia brings the infrastructure backbone for GPU-intensive Telco RAN workloads: training, AI-RAN acceleration, and large-scale cloud inference where GPU economics are justified. Blaize fills a distinct and equally important role — purpose-built for enterprise edge AI, where power budgets are constrained, deployments are geographically distributed, and the economics of GPU infrastructure are prohibitive.

"The combination of Nokia's validated networking infrastructure and Blaize's energy-efficient inference compute is uniquely positioned for the enterprise edge. GPU economics simply do not scale to thousands of distributed sites — but Blaize does. This is not about replacing GPUs; it is about deploying the right compute where it delivers the most value."
— Dinakar Munagala, CEO, Blaize

Three Partners, One Integrated Stack

Nokia — Network Infrastructure, Telco Integration, and Innovation

Nokia brings end-to-end networking capability — from optical data center interconnect to last-mile edge connectivity — combined with security, lifecycle automation, and systems integration expertise. The Nokia Innovation Lab in Singapore serves as the neutral proving ground where joint solutions with Blaize are developed, tested, and validated before deployment.

"This three-way collaboration represents exactly the kind of outcome-driven partnership the market needs right now. As the trusted global provider of advanced connectivity, Nokia's role is to make hybrid AI deployable at scale — connecting the cloud to the far edge with a level of reliability, security, and automation that enterprise customers can build real businesses on. With Blaize on compute and Datacomm on the ground in Indonesia, we have the complete picture."
— Dion Leung, Head of AI and Cloud, Asia Pacific, Nokia

Blaize — Energy-Efficient Enterprise Edge AI Compute

Blaize delivers programmable, energy-efficient AI inference platforms designed for edge and hybrid cloud deployment. Where GPU infrastructure is optimized for telco-scale and cloud-native workloads, Blaize's architecture is purpose-built for the enterprise edge — enabling organizations to deploy AI at distributed scale with a fraction of the power consumption and infrastructure cost. Blaize's platform supports workloads including video analytics, geospatial processing, logistics optimization, and computer vision across thousands of sites simultaneously.

Datacomm Diangraha — 30 Years of Regional Infrastructure Expertise

PT Datacomm Diangraha is one of Indonesia's leading IT service providers, with over 30 years of experience building and managing critical digital infrastructure. Founded in 1990 and headquartered in South Jakarta, Datacomm has grown from a data communication reseller into a comprehensive technology services company with more than 450 employees, serving enterprise, telecommunications, government, and military customers. Datacomm's end-to-end IT ecosystem covers cloud services, modern data center solutions, advanced IT security, DevOps, and network infrastructure — providing the deployment capability and customer trust that global technology partners require to operate effectively in the Indonesian market.

"Our partnership with Nokia has been the backbone of our infrastructure capabilities for more than two decades. Adding Blaize to that foundation gives us something genuinely new: the ability to take AI inference to our customers at the edge — in the sectors and at the scale that Indonesia's digital transformation actually requires. This is a strategic move, and the timing is right."
— Tan Wie Tjin, President Director, PT. Datacomm Diangraha

The three companies are committed to moving quickly — converting the MoU framework into deployed, revenue-generating infrastructure across Indonesia's most strategically important sectors.

Indonesia's technology policy environment is also reshaping investment — 89% of enterprises rank digital sovereignty as a key factor in technology decisions (EY Reimagining Industry Futures Study 2026).

Indonesia is intended to serve as the reference market for broader APAC expansion. Validated deployments in the Indonesian market will provide the blueprint for adjacent markets including Vietnam, the Philippines, and the wider Southeast Asian corridor — where the same combination of surging AI inference demand, cost sensitivity, and distributed deployment requirements applies.

About the Companies

About Blaize

Blaize is an AI computing company delivering programmable, energy-efficient inference platforms for edge and hybrid cloud deployments. Blaize's hardware and software stack enables organizations to deploy AI applications at scale — reducing power consumption and infrastructure cost while delivering production-grade performance. Blaize's collaboration with Nokia targets the enterprise edge AI segment across the APAC region. www.blaize.com

About Nokia

Nokia is a global leader in connectivity for the AI era. With expertise across fixed, mobile, and transport networks, we're advancing connectivity to secure a brighter world.

About PT Datacomm Diangraha

PT Datacomm Diangraha is one of Indonesia's leading IT service providers, with over 30 years of experience in building and managing critical digital infrastructure. Founded in 1990 and headquartered in South Jakarta, Datacomm has grown from a data communication reseller into a comprehensive technology services company with more than 450 employees. The company serves enterprise, telecommunications, government, and military customers through an end-to-end IT ecosystem covering cloud services, modern data center solutions, advanced IT security, DevOps, and network infrastructure. www.datacomm.co.id

Cautionary Statement Regarding Forward-Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the U.S. Securities Exchange Act of 1934, as amended (the "Exchange Act"), including statements regarding our 2026 financial outlook; stock-based compensation; weighted average shares outstanding; release of the AI Services platform; India Cloud AI Innovation Hub; co-development of Physical AI solutions; the engagements with Nokia and PT Datacomm Diangraha, or the ultimate value of those contracts; regional growth, the expectations for AI infrastructure ecosystem development and AI services deployment, the industry in which Blaize operates, market opportunities, and product offerings. In some cases, you can identify forward-looking statements by the following words: "may," "will," "could," "would," "should," "expect," "intend," "plan," "anticipate," "believe," "estimate," "predict," "project," "potential," "continue," "ongoing," "target," "seek" or the negative or plural of these words, or other similar expressions that are predictions or indicate future events or prospects, although not all forward-looking statements contain these words. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Many factors could cause actual future events to differ materially from the forward-looking statements in this document, including but not limited to: (i) changes in domestic and foreign business, market, financial, political and legal conditions; (ii) the ability to maintain compliance with stock exchange listing standards; (iii) failure to realize the benefits of the business combination of Blaize and BurTech Acquisition Corp., which may be affected by, among other things, competition, the ability of the combined company to grow and manage growth profitably, maintain relationships with customers and suppliers and retain its management and key employees; (iv) the ability of the Company to successfully market its products and services; (v) the ability of the Company to successfully deploy its technologies across customer settings; (vi) changes in applicable law or regulations; (vii) the outcome of any legal proceedings that have been or may be instituted against Blaize; (viii) the effects of competition on Blaize's future business; (ix) the ability of the combined company to issue equity or equity-linked securities or obtain debt financing; and (x) those factors discussed under the heading "Risk Factors" in our Annual Report on Form 10-K filed with the Securities and Exchange Commission (SEC) on March 24, 2026, and other documents filed by Blaize from time to time with the SEC. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Forward-looking statements speak only as of the date they are made, and Blaize assumes no obligation to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law, including the securities laws of the United States and the rules and regulations of the SEC. Readers are cautioned not to put undue reliance on forward-looking statements. Blaize does not give any assurance that it will achieve its expectations.

Blaize
Press: press@blaize.com
Investors: ir@blaize.com
www.blaize.com

Datacomm Diangraha
www.datacomm.co.id

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SOURCE Blaize Inc.

FAQ

What did Blaize (BZAI) announce on April 28, 2026 about its partnership with Nokia and Datacomm?

Blaize announced a three-way strategic collaboration with Nokia and PT Datacomm Diangraha to deliver hybrid AI inference across Indonesia and APAC. According to Blaize, the partners validated a reference architecture and plan pre-integrated, production-ready deployments.

How significant is the demand for AI inference in Indonesia according to the Blaize announcement?

Datacomm reported a >50% increase in customer AI inference demand over the past six months. According to Blaize, this surge represents immediate in-market pipeline for hybrid edge and telco AI solutions.

What role will Blaize's platform play in the Nokia-Blaize-Datacomm stack for Indonesia?

Blaize will supply programmable, energy-efficient edge inference compute for distributed enterprise workloads. According to Blaize, its platform targets use cases like video analytics and geospatial processing where GPUs are less economical at scale.

What part does Nokia provide in the collaboration announced by Blaize (BZAI)?

Nokia provides end-to-end networking, security, and lifecycle automation, plus validation at the Nokia Innovation Lab in Singapore. According to Nokia, its infrastructure connects cloud and far-edge sites for hybrid AI deployments.

Will the Blaize-Nokia-Datacomm agreement immediately generate revenue for Blaize (BZAI)?

The companies said they are committed to converting the MoU framework into deployed, revenue-generating infrastructure, but deployments and revenue conversion are planned rather than already completed. According to Blaize, work is underway to move quickly.

How will Indonesia serve the partners' regional strategy for Blaize (BZAI)?

Indonesia is intended as the reference market to validate hybrid AI deployments before APAC expansion into markets like Vietnam and the Philippines. According to Blaize, validated Indonesian deployments will provide the blueprint for adjacent markets.