Blaize Holdings Inc
NASDAQ:BZAI
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Blaize Holdings Inc
Blaize Holdings, Inc. provides artificial intelligence solutions. The company is headquartered in El Dorado Hills, California. The company went IPO on 2021-12-13. The firm provides a full-stack programmable processor architecture suite and a low-code/no-code software platform that enables AI processing solutions for high-performance computing at the network’s edge and in the data center. Its solutions deliver real-time insights and decision-making capabilities. Its products include Blaize Pathfinder, Blaize Xplorer platforms and the Blaize AI Software Suite. The company includes Blaize Xplorer X1600E EDSFF Small Form Factor Accelerator, Blaize Xplorer X600M M.2 Small Form Factor Accelerator Platform, Blaize Xplorer X1600P PCIe Accelerator, Blaize Xplorer X1600P-Q PCIe Accelerator, Blaize Pathfinder P1600 Embedded System on Module, and Blaize Pathfinder 1600-DK Embedded Kit. Its AI Studio delivers AI-driven, application end-to-end data operations (DataOps), development operations (DevOps), and Machine Learning operations (MLOps) tools.
Blaize Holdings, Inc. provides artificial intelligence solutions. The company is headquartered in El Dorado Hills, California. The company went IPO on 2021-12-13. The firm provides a full-stack programmable processor architecture suite and a low-code/no-code software platform that enables AI processing solutions for high-performance computing at the network’s edge and in the data center. Its solutions deliver real-time insights and decision-making capabilities. Its products include Blaize Pathfinder, Blaize Xplorer platforms and the Blaize AI Software Suite. The company includes Blaize Xplorer X1600E EDSFF Small Form Factor Accelerator, Blaize Xplorer X600M M.2 Small Form Factor Accelerator Platform, Blaize Xplorer X1600P PCIe Accelerator, Blaize Xplorer X1600P-Q PCIe Accelerator, Blaize Pathfinder P1600 Embedded System on Module, and Blaize Pathfinder 1600-DK Embedded Kit. Its AI Studio delivers AI-driven, application end-to-end data operations (DataOps), development operations (DevOps), and Machine Learning operations (MLOps) tools.
Revenue Surge: Blaize reported third quarter revenue of $11.9 million, up 499% quarter-over-quarter and beating the top end of guidance by $400,000.
Q4 Outlook: Management expects Q4 revenue to nearly double Q3, with guidance of $21.1 to $23.1 million.
Margin Pressure: Gross margin dropped to 15% this quarter from 59% in Q2 due to higher third-party hardware in initial Starshine shipments, but margins are expected to improve as more Blaize GSP cards are integrated over the next year.
Capital Strength: Blaize raised $30 million in new funding from Polar Asset Management Partners, boosting the cash balance to over $60 million and supporting next-generation chip development.
Contract Momentum: Initial shipments under the $120 million Starshine contract began this quarter, with around $160 million in revenue from Yotta and Starshine expected over the next 6 quarters.
2026 Guidance: Management reiterated at least $130 million in revenue for calendar 2026.
AI Partnerships: New collaborations with TCC (Saudi Arabia) and Reach Digital (UAE) strengthen Blaize's position in sovereign and practical AI deployments.
Pipeline Remains Strong: The qualified sales pipeline remains robust at approximately $725 million, with more direct and channel opportunities expected in multiple geographies.
