Blaize Holdings, Inc. filings document an AI computing company with publicly traded common stock and warrants and a capital structure that includes equity financing arrangements, registration rights agreements and security-holder rights provisions. Form 8-K reports cover results of operations, preliminary revenue disclosures, material definitive agreements, private placements, stock purchase facilities and commercial contract disclosures tied to the Blaize AI platform.
Proxy and governance filings describe annual meeting matters, director and stockholder voting procedures, and corporate governance. Other material-event filings document the limited-duration stockholder rights plan, including preferred stock purchase rights, security-holder modifications and related capital-structure terms.
Blaize Holdings, Inc. is supplementing its S-1 registration to register the resale of 20,326,158 shares of Common Stock by a selling stockholder and 769,231 shares of Common Stock by Cantor.
The prospectus supplement incorporates by reference information from the company’s Form 10-K for the fiscal year ended December 31, 2025, and updates the Prospectus dated August 7, 2025. The filing notes market quotes of $1.10 per share for Common Stock and $0.30 per Warrant on March 23, 2026. Shares outstanding were 122,744,509 as of March 20, 2026.
Blaize Holdings, Inc. files a prospectus supplement registering 89,550,141 shares of Common Stock, 898,250 warrants and 29,698,250 shares issuable upon exercise of warrants pursuant to its Registration Statement on Form S-1.
The supplement updates the Prospectus to incorporate information from the Company's Annual Report on Form 10-K for the year ended December 31, 2025 and notes market closing prices on March 23, 2026 of $1.10 per share of Common Stock and $0.30 per Warrant. The supplement is filed to amend and supplement the Prospectus dated February 13, 2025.
Blaize Holdings, Inc. insider Dinakar Munagala filed an amended Schedule 13D/A updating his ownership and disclosing a new preset trading arrangement. He reports beneficial ownership of 8,045,893 shares of common stock, representing 6.2% of the class, based on 122,744,509 shares outstanding as of March 20, 2026.
The stake consists of 551,422 shares of common stock plus 7,494,471 shares underlying stock options that are vested or expected to vest within 60 days, and excludes 1,371,303 earn-out shares. On December 12, 2025 he entered into a Rule 10b5-1 trading plan under which a broker may periodically sell up to an aggregate of 1,864,650 shares of Blaize common stock on his behalf. Since the prior amendment, options to purchase 1,219,590 shares have vested, and no other transactions in the common stock are reported.
Blaize Holdings, Inc. files its annual report describing an AI-focused computing business and continued heavy losses, raising substantial doubt about its ability to continue as a going concern.
The company develops AI accelerators, cards and software, outsources manufacturing to Asian partners, and relies on a small number of major international customers. It reported a $103.8 million operating loss and used $73.8 million in operating cash in 2025. As of June 30, 2025, non‑affiliate equity market value was about $217.4 million, and as of March 20, 2026 there were 122,744,509 common shares outstanding. Blaize employs 254 people and holds 43 patents expiring between 2031 and 2044, but faces intense competition, supply-chain risk, customer concentration, and significant funding needs for its roadmap, including automotive-grade chips not expected in production until 2028 or later.
Blaize Holdings, Inc. reported a breakout year in 2025, with revenue rising to $38.6 million from $1.6 million in 2024. Quarterly revenue scaled from about $1 million in Q1 2025 to $23.8 million in Q4 2025, more than doubling sequentially from Q3 and exceeding the upper end of guidance.
The company remains unprofitable, posting a 2025 net loss of $206.9 million and Adjusted EBITDA loss of $50.5 million, though Q4 net loss improved sharply to $3.3 million from $26.3 million in the prior quarter. Operating expenses rose with scaling, but R&D and SG&A were flat sequentially in Q4.
As of December 31, 2025, Blaize held $45.8 million in cash and cash equivalents and had positive stockholders’ equity of $39.0 million versus a prior-year deficit. For 2026, the company targets $130 million in revenue and an Adjusted EBITDA loss of $45.0–$50.0 million, while planning to launch its AI Services platform in the second quarter and expand recurring, API-based AI offerings.
Temasek-affiliated entities filed an amended Schedule 13G reporting beneficial ownership of 5,517,182 Blaize Holdings, Inc. common shares, equal to 4.97% of the outstanding class. The shares are directly held by Anderson Investments Pte. Ltd., which is wholly owned through Thomson and Tembusu by Temasek Holdings.
The filing shows Temasek, Tembusu, Thomson and Anderson share voting and dispositive power over these shares and report no sole voting or dispositive authority. They certify the stake was not acquired to change or influence control of Blaize Holdings.
Blaize Holdings, Inc. has filed a shelf registration statement on Form S-3 that would allow it to offer and sell up to $250,000,000 of common stock, preferred stock, debt securities, stock purchase contracts, warrants, rights and units from time to time after the registration becomes effective. Specific terms, pricing and use of proceeds for each issuance will be detailed in future prospectus supplements. Blaize’s common stock trades on Nasdaq under the symbol BZAI, and the last reported sale price on January 26, 2026 was $1.74 per share.
The company provides AI-enabled edge computing solutions, combining programmable processors and low-code/no-code software for applications such as computer vision and video analytics across smart city, defense, retail and enterprise markets. Revenue is highly concentrated: during the first nine months of 2025, one non‑related customer in Asia Pacific accounted for 70% of revenue and one related customer in North America accounted for 20%. A Purchase Order Contract Agreement in the Persian Gulf region contemplates consideration of up to $104.0 million, but as of January 27, 2026 no products have been shipped and no payments received. Blaize notes collection and credit risks with international customers and highlights broader risk factors incorporated from its periodic reports. The company also discloses that litigation with Jefferies LLC was settled on November 30, 2025 and provides background on its January 2025 business combination with BurTech Acquisition Corp.
Blaize Holdings, Inc. is registering up to 18,750,000 shares of common stock for resale by existing holders, including 9,375,000 shares already outstanding and 9,375,000 shares issuable upon exercise of warrants. The company will not receive proceeds from these sales, which represent approximately 15.6% of its common stock, but will bear most registration expenses.
The prospectus describes Blaize’s AI-enabled edge computing hardware and software business and recent financings, including a $30.0 million Polar private placement of 9,375,000 shares at $3.20 per share with 9,375,000 five-year warrants at $5.00, and a committed equity facility permitting sales of up to $50,000,000 of new shares to B. Riley. Financial data show 2024 revenue of $1,554 thousand and a net loss of $61,195 thousand, followed by higher revenue but a nine‑month 2025 net loss of $203,608 thousand and an auditor’s going concern warning, underscoring reliance on continued external funding.
Blaize Holdings, Inc. updates its prospectus covering 89,550,141 shares of common stock, 898,250 warrants and 29,698,250 shares of common stock issuable upon exercise of warrants.
The company explains that during the first nine months of 2025, 70% of revenue came from one Asia Pacific customer that is not a related party, and 20% came from a related-party customer in North America, all from hardware and software product sales. In 2024, 98% of revenue came from two related-party customers and was largely from services contracts that have now expired, as Blaize shifts toward product and professional services revenue.
Blaize also describes a Purchase Order Contract Agreement in the Persian Gulf region, under which it may supply equipment and services for consideration of up to $104.0 million, but notes that as of November 28, 2025 it has not shipped products or received payments and that deployment timing and field trial success are not guaranteed. Separately, a fee dispute with Jefferies LLC relating to the Blaize business combination progressed through New York state court, and Blaize and Jefferies settled the matter on November 30, 2025.