Nokia Strengthens Edge AI Capabilities Through Strategic Collaboration with Blaize on Hybrid Inference Solutions Across Asia Pacific Regions

Rhea-AI Summary

Blaize (Nasdaq: BZAI) announced a strategic non-binding Memorandum of Understanding with Nokia on Jan. 27, 2026 to jointly explore, develop, and deploy hybrid edge/cloud AI inference solutions across Asia Pacific. The MOU frames collaboration on reference architectures, validation for telecom, industrial and smart infrastructure, and go-to-market activities including pilots and customer workshops. Nokia will contribute networking, automation and cloud expertise; Blaize will contribute its low‑power programmable AI inference hardware and software to complement GPU-based cloud resources.

Positive

• Strategic MOU with Nokia to target Asia Pacific markets
• Focus on hybrid edge/cloud AI inference for telecom and industry
• Planned go-to-market activities: pilots, workshops, demos

Negative

• MOU is non-binding, so outcomes depend on future definitive agreements
• No disclosed commercial terms or revenue targets in the announcement

News Market Reaction

+16.09% 15.7x vol

21 alerts

+16.09% News Effect

+40.9% Peak Tracked

-3.3% Trough Tracked

+$34M Valuation Impact

$247M Market Cap

15.7x Rel. Volume

On the day this news was published, BZAI gained 16.09%, reflecting a significant positive market reaction. Argus tracked a peak move of +40.9% during that session. Argus tracked a trough of -3.3% from its starting point during tracking. Our momentum scanner triggered 21 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $34M to the company's valuation, bringing the market cap to $247M at that time. Trading volume was exceptionally heavy at 15.7x the daily average, suggesting very strong buying interest.

Data tracked by StockTitan Argus on the day of publication.

Market Reality Check

Price: $1.36 Vol: Volume 2,740,445 is 1.68x...

high vol

$1.36 Last Close

Volume Volume 2,740,445 is 1.68x the 20-day average of 1,629,873, indicating elevated trading activity before this news. high

Technical Price at $1.74 is trading below the 200-day MA of $3.03 and far below the 52-week high of $7.49.

Peers on Argus

BZAI fell 6.95% while key peers showed mixed moves: one notable decline (API -4....

BZAI fell 6.95% while key peers showed mixed moves: one notable decline (API -4.75%) but others like OOMA, AZ, LAW, and TRAK were modestly positive. With no peers in the momentum scanner and mixed direction, today’s move screens as stock-specific rather than a broad sector rotation.

Previous Partnership,AI Reports

5 past events · Latest: Nov 10 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Nov 10	Middle East alliance	Positive	+2.7%	Strategic MOU with Reach Digital for sovereign AI infrastructure in Middle East.
Apr 09	Telecom edge partnership	Positive	+12.3%	BroadSat partnership to deploy AICON Edge AI video and compute at telecom towers.
Mar 14	Defense AI partnership	Positive	+0.9%	Turbo Federal agreement to pursue DoD AI contracts via large BPA access.
Mar 04	Academic tech collaboration	Positive	+14.6%	KAIST joint agreement on next‑gen edge AI, neuromorphic devices, and materials.
Jan 16	Computer vision tie-up	Positive	-32.3%	alwaysAI partnership integrating computer vision with Blaize edge devices.

Pattern Detected

Partnership/AI announcements have often been followed by positive moves, but past reactions ranged widely, including one sharp selloff.

Recent Company History

Recent Blaize news tagged partnership,AI shows a pattern of strategic alliances across government, telecom, smart cities, and edge computing. Deals with alwaysAI, KAIST, Turbo Federal, BroadSat, and Reach Digital focused on deploying energy‑efficient edge AI and sovereign or mission‑critical infrastructure. Most of these announcements saw positive next‑day price moves, though one partnership led to a sizeable decline, underscoring volatile reactions to similar strategic updates.

Historical Comparison

partnership,AI

+12.6 %

Average Historical Move

Historical Analysis

In the past year, Blaize issued multiple partnership,AI releases, with an average next‑day move of 12.57%. Reactions ranged from strong rallies to one sharp selloff, highlighting that similar partnership headlines have produced volatile and inconsistent price responses.

Typical Pattern

Partnership news shows a progression from edge computer-vision deployments to academic R&D, defense contracts, broadcast and smart-city infrastructure, and regional sovereign AI alliances, indicating a broadening ecosystem around Blaize’s edge AI platform.

Market Pulse Summary

The stock surged +16.1% in the session following this news. A strong positive reaction aligns with p...

Analysis

The stock surged +16.1% in the session following this news. A strong positive reaction aligns with prior partnership,AI announcements, which on average moved about 12.57% the next day. Historically, similar collaborations have often produced upside but with wide dispersion, including at least one sharp decline. Investors reviewing such moves have typically weighed commercial follow‑through, execution risk on MOUs versus definitive contracts, and the company’s broader financial position disclosed in recent filings.

Key Terms

edge ai, ai inference, hybrid ai, ip networking, +1 more

5 terms

edge ai technical

"Targeting the Asia Pacific markets, the MOU establishes a framework for... Practical AI and Physical AI systems designed for real world operation"

Edge AI refers to artificial intelligence systems that process data directly on local devices or nearby servers rather than sending information to distant data centers. This allows for faster decision-making and real-time responses, similar to how a home security camera can instantly detect motion without needing to connect to a remote server. For investors, edge AI represents a growing trend toward more efficient, responsive technology that can create new opportunities across various industries.

ai inference technical

"Edge and hybrid AI inference use cases, integrating Blaize's Hybrid AI platform"

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.

hybrid ai technical

"Blaize's Hybrid AI platform with Nokia's IP networking, data center networking"

Hybrid AI combines different types of artificial intelligence—for example, fast pattern‑finding models (like neural networks) with rule‑based or knowledge‑driven systems—so the whole system is more accurate, explainable and reliable than any single approach. Think of it like a hybrid car that uses both an electric motor and a gasoline engine to balance efficiency and power; for investors this can mean lower operational risk, clearer regulatory compliance, and stronger competitive positions for companies that adopt it.

ip networking technical

"integrating Blaize's Hybrid AI platform with Nokia's IP networking, data center"

IP networking is the system that allows electronic devices to send and receive data across the internet and private networks by giving each device an address and rules for moving information between them, like a postal system for digital packets. It matters to investors because the performance, security and cost of these networks underpin modern services — from cloud computing to streaming and connected devices — so network design and reliability can directly affect a company’s revenue, operating expenses and growth potential.

gpu technical

"pairing energy efficient AI inference at the edge with centralized GPU resources"

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-generated analysis. Not financial advice.

EL DORADO HILLS, Calif. and SINGAPORE, Jan. 27, 2026 /PRNewswire/ -- Blaize Holdings, Inc. (Nasdaq: BZAI, Nasdaq: BZAIW) ("Blaize"), a global leader in programmable, energy efficient AI computing, today announced a strategic Memorandum of Understanding (MOU) with Nokia Solutions and Networks Singapore Pte. Ltd. ("Nokia"), a company duly incorporated and validly existing under the laws of Singapore.

Targeting the Asia Pacific markets, the MOU establishes a framework for joint exploration, development, and deployment of Practical AI and Physical AI systems designed for real world operation, combining Nokia's leadership in networking, automation, and cloud infrastructure with Blaize's programmable AI inference platform. Together, the companies aim to enable Real World AI that operates reliably at the edge and across hybrid environments where latency, power efficiency, and operational resilience are critical.

Under the MOU, Blaize and Nokia intend to collaborate on:

• Edge and hybrid AI inference use cases, integrating Blaize's Hybrid AI platform with Nokia's IP networking, data center networking, and automation systems
• Reference architectures and solution blueprints that position Blaize as a complementary AI inference layer alongside Nokia's AI networking infrastructure
• Joint validation of AI inference deployments for telecom, industrial, and smart infrastructure environments
• Go to market and ecosystem initiatives, including customer workshops, pilot programs, and solution demonstrations focused on production ready AI

The collaboration reflects a shared belief that the next phase of AI adoption will be driven by inference at scale, not just model training. By pairing energy efficient AI inference at the edge with centralized GPU resources in the cloud, Blaize and Nokia are addressing the growing demand for Hybrid AI architectures that balance performance, cost, and operational efficiency.

"Our collaboration with Nokia marks an important step forward in delivering Practical AI and Physical AI at scale," said Dinakar Munagala, Co-Founder and Chief Executive Officer of Blaize. "By combining Nokia's leadership in connectivity and automation with the Blaize AI inference platform, we are enabling Real World AI that runs efficiently at the edge while integrating seamlessly with cloud and GPU infrastructure. This Hybrid AI approach allows organizations to deploy inference where it matters most and turn intelligence into real operational outcomes."

Nokia intends to contribute its expertise in networking, automation, and cloud infrastructure, including leadership in IP networking, industrial connectivity, and intelligent network operations. Blaize intends to provide its AI inference hardware and software platform, designed to complement GPU based systems by enabling scalable, low power inference closer to where data is generated, and actions are taken.

"Our work with Blaize is accelerating, and we are excited to build on this momentum into the coming year," said Sang Xulei, Senior Vice President and Head of Network Infrastructure, Asia Pacific at Nokia. "As demand grows for Practical AI and Physical AI systems that operate in real world environments, Blaize's energy efficient AI inference platform gives us the flexibility to extend Hybrid AI architectures across networks, edge systems, and cloud infrastructure. Together, we are enabling scalable, production ready intelligence that brings AI closer to where data is generated and actions are taken in the region."

The collaboration leverages Blaize's specialized AI inference platform, chosen for its ability to support real world AI deployment across edge, cloud, and data center environments.

The MOU is non-binding and outlines a cooperative framework under which the parties may pursue specific projects through future definitive agreements in the Asia Pacific region. The collaboration will focus on enabling secure, scalable, and energy efficient AI inference deployments that integrate seamlessly into existing network, cloud, and industrial environments.

About Blaize

Blaize delivers a programmable AI platform, purpose-built for inference in real world environments. Its Hybrid AI architecture enables Practical AI and Physical AI workloads to run efficiently at the edge while integrating seamlessly with cloud and GPU based infrastructure. Blaize solutions support computer vision, multimodal AI, and sensor driven applications across smart cities, industrial automation, telecommunications, retail, logistics, and defense. Blaize is headquartered in El Dorado Hills, California, with a global presence across North America, Europe, the Middle East, and Asia.

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.

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") that are based on beliefs and assumptions and on information currently available to Blaize, including statements regarding the the expected scope of the engagement with Nokia and any potential definitive agreements related thereto; 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) failure to realize the anticipated benefits of Blaize's business combination with 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; and (iii) those factors discussed under the heading "Risk Factors" in our Annual Report on Form 10-Q filed with the Securities and Exchange Commission (SEC) on April 15, 2025, our 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. Readers are cautioned not to put undue reliance on forward-looking statements, 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. Blaize does not give any assurance that it will achieve its expectations.

For media inquiries:

press@blaize.com

www.blaize.com

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SOURCE Blaize Inc.

FAQ

What did Blaize (BZAI) announce on January 27, 2026 with Nokia?

A strategic non-binding MOU to collaborate on hybrid edge/cloud AI inference solutions across Asia Pacific.

How will the Blaize and Nokia collaboration affect BZAI's product role?

Blaize will position its low‑power AI inference hardware and software as a complementary inference layer to cloud GPUs.

Which markets and use cases will Blaize and Nokia target under the MOU?

The MOU targets Asia Pacific, focusing on telecom, industrial, and smart infrastructure inference deployments.

Is the Blaize–Nokia MOU legally binding and are financial terms disclosed?

No; the MOU is explicitly non-binding and includes no disclosed commercial or financial terms.

What go-to-market activities did Blaize and Nokia commit to under the MOU?

They intend to run customer workshops, pilot programs, solution demonstrations, and joint validation efforts.