Blaize Holdings Stock Price, News & Analysis

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.

Blaize Holdings (NASDAQ: BZAI), an AI-enabled edge computing solutions provider, has scheduled its Fourth Quarter and Full Year 2024 financial results announcement for March 27, 2025. The company will host a conference call and webcast at 2:00 PM PT (5:00 PM ET) where management will discuss business and financial results. Investors can access the call through the provided registration link, and a replay will be available on Blaize's investor relations website for one year following the live call.

Blaize Holdings (NASDAQ: BZAI) has entered into a joint technology agreement with South Korea's KAIST Institute for NanoCentury (KINC) to develop next-generation edge AI computing applications. The partnership will focus on three key areas:

• AI-based analysis and chips for biomedical diagnoses
• Energy-efficient neuromorphic devices including memristive devices and 2D material-based components
• High-efficiency energy conversion materials for photovoltaics, thermoelectrics, and green hydrogen production

The collaboration includes personnel exchange, joint workshops, and conferences to enhance understanding of AI-based chips and edge computing applications. This partnership aligns with Blaize's ongoing development of edge AI computing solutions across security, monitoring, enterprise edge AI, and autonomous systems sectors.

Blaize Holdings (NASDAQ: BZAI), a specialized provider of AI-enabled edge computing solutions, has announced its upcoming participation in the 37th Annual Roth Capital Partners Conference. The event is scheduled for Tuesday, March 18, 2025. The company, which focuses on purpose-built artificial intelligence solutions, will be presenting at this significant investment conference in El Dorado Hills, California.

Blaize Holdings (NASDAQ: BZAI), a specialized provider of AI-enabled edge computing solutions, has announced its participation in the upcoming KeyBanc Emerging Technology Summit. The company will present at the conference on March 4, 2025, with the presentation scheduled for 2:30 PM PT/5:30 PM ET.

Investors and interested parties can access the live presentation through the webcast link provided, and both live and archived versions will be available on the company's investor relations website at ir.blaize.com.

Blaize Holdings (NASDAQ: BZAI) has released new financial guidance and product pipeline details showing growing momentum in edge AI solutions. The company projects revenue of $19-50 million for FY2025 and $105-140 million for FY2026, with software and solutions expected to comprise 15-25% and 20-30% of revenue respectively.

The company focuses on three main verticals: Defense, featuring US-manufactured AI hardware with signal jamming capabilities; Smart City solutions offering traffic management and safety monitoring; and Automotive applications developed in partnership with Denso and Mercedes-Benz Group AG.

Financial projections include Non-GAAP gross margins of 46-50% for FY2025-26, R&D expenses of $49-52 million in FY2025 and $85-89 million in FY2026, and SG&A costs of $32-34 million in FY2025 and $35-37 million in FY2026.

Burkhan World Investments (BWI) has made a strategic investment in Blaize (BZAI), highlighting the company's role in transforming AI through efficiency and innovation. The investment comes as discussions around DeepSeek AI focus on training costs and the importance of inferencing in AI development. Blaize specializes in low-cost, energy-efficient Edge AI chips and smaller, specialized language models, offering broader industry applicability compared to traditional large language models.

The investment aligns with recent comments from U.S. President Donald Trump, who described China's DeepSeek AI as a 'wake-up call' for American companies to develop faster and cheaper AI methods. Blaize's approach focuses on practical AI deployments, addressing the growing demand for inferencing as AI training costs decrease. BWI's CEO Shahal Khan emphasized that while the market focuses on training costs, Blaize leads in inferencing, which he considers the true value driver in AI's future.

Blaize Holdings (NASDAQ:BZAI) has unveiled its vision for transforming real-world applications through AI model efficiency and edge-based solutions. The company's Graph Streaming Processor (GSP) architecture enables real-time data processing across diverse environments, focusing on applications in defense, smart cities, emergency response, healthcare, robotics, and autonomous systems.

The company's approach aligns with the recent DeepSeek-V3 release, supporting their philosophy that smaller, dynamically executed expert models outperform large, dense models. Blaize's edge AI solutions aim to eliminate inefficiencies of centralized data processing, enabling organizations to operate effectively in resource-constrained environments.

The company is launching a coordinated media outreach campaign to highlight its competitive advantages in edge AI implementation, focusing on efficient execution of smaller, cost-effective models without compromising performance.

Blaize Holdings (NASDAQ:BZAI), a provider of AI-enabled edge computing solutions, has appointed two new members to its board of directors: George de Urioste and Yoshiaki Fujimori, effective January 13, 2025. de Urioste brings over 35 years of experience in COO, CFO, and CEO roles at technology companies, including Pluribus Networks, Marvell Technology, and Chordiant Software. He notably led Remedy through its IPO as CFO and currently serves as director at HeartBeam and Roambee Corp.

Fujimori, former CEO of LIXIL Group , spent 25 years at General Electric Company in various leadership roles including chairman, CEO, and senior vice president positions across GE divisions. The appointments aim to strengthen Blaize's position in providing hardware and software for edge AI applications, from IoT devices to autonomous vehicles and medical equipment, focusing on low latency, energy efficiency, and cost efficiency.