Blaize Reports 59 Percent Margin in Q2
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 14 2025
0mins
Should l Buy BZAI?
Source: NASDAQ.COM
Financial Performance: Blaize reported a nearly doubled revenue of $2.0 million in Q2 2025, although it fell short of analyst expectations. The gross margin improved significantly to 59%, and management provided optimistic guidance for future revenue growth, projecting Q3 2025 revenue between $11.0 million and $11.5 million.
Strategic Developments: The company is focusing on integrating hardware and software solutions for AI applications, targeting large contracts in Asia and infrastructure sectors. Blaize's pipeline includes substantial multi-year projects, with a total opportunity estimated at $725 million, indicating strong commercial momentum despite ongoing cash consumption challenges.
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Analyst Views on BZAI
Wall Street analysts forecast BZAI stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 1.140
Low
6.50
Averages
8.33
High
10.00
Current: 1.140
Low
6.50
Averages
8.33
High
10.00
About BZAI
Blaize Holdings, Inc. is a provider of purpose-built, artificial intelligence (AI)-enabled edge computing solutions. The Company 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. It 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.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Blaize Appoints New Chief Revenue Officer to Drive Growth
- Global Revenue Leadership: Blaize has appointed Stephen Patak as Chief Revenue Officer to lead global revenue and go-to-market execution, aiming to accelerate the company's AI deployments in both public and private sectors, thereby enhancing its commercialization efforts.
- Market Expansion Stage: Blaize's AI platform has progressed from proof-of-concept to early customer deployments, reflecting significant advancements in technology maturity and market demand, which are expected to drive future revenue growth.
- Rich Leadership Experience: Patak brings over 25 years of sales experience in infrastructure and enterprise technology, having served as Chief Revenue Officer at Nile where he successfully commercialized AI networking services, demonstrating his leadership capabilities in high-growth environments.
- Strategic Partnerships: Blaize is closely collaborating with cloud service providers and infrastructure partners to integrate AI into core platforms, marking a strategic transformation in the company's approach to AI applications and enhancing its market competitiveness.
See More
Blaize Partners with Nokia for AI Inference Systems
- Strategic Partnership: Blaize Holdings has signed a strategic memorandum of understanding with Nokia to combine networking, cloud, and automation expertise to develop efficient AI inference systems for real-world applications in the Asia Pacific region.
- Stock Surge: Following the announcement, Blaize's stock surged over 24% in Tuesday's premarket trading, reflecting positive market expectations and investor confidence in future growth prospects stemming from this collaboration.
- Industry Application Potential: The partnership aims to establish a collaborative framework focused on creating and testing AI inference systems in industries such as telecommunications and smart infrastructure, addressing the critical demands for low latency and high reliability, thereby advancing technological progress in these sectors.
- Market Sentiment Shift: Retail sentiment around Blaize stock on Stocktwits shifted from 'bearish' to 'bullish' the day prior, indicating a growing optimism among investors regarding the company's future prospects, supported by high message volume discussions.
See More
Blaize Partners with Nokia for AI Edge Solutions
- Strategic Collaboration: Blaize Holdings has signed a memorandum of understanding with Nokia's Singapore subsidiary to jointly develop energy-efficient AI inference systems for the Asia-Pacific region, addressing rising market demand and enhancing competitiveness in smart infrastructure.
- Technology Integration: The agreement combines Nokia's expertise in networking, automation, and cloud infrastructure with Blaize's programmable inference platform, facilitating edge and hybrid AI deployments that ensure low latency and high reliability in real-world environments.
- Market Promotion Plans: The companies plan to conduct joint customer workshops, pilot programs, and demonstrations to validate AI inference applications in telecom, industrial, and smart infrastructure settings, further driving market penetration and customer adoption.
- Future Development Pathway: While the MOU does not commit either party to specific projects, it establishes a foundation for future agreements, ensuring secure and scalable AI inference integration into existing network, cloud, and industrial environments across the Asia-Pacific region.
See More
Blaize and Nokia Sign Strategic MOU for AI Collaboration
- Strategic Collaboration Framework: The MOU signed between Blaize and Nokia aims to jointly develop and deploy Practical AI and Physical AI systems, leveraging Nokia's leadership in networking and cloud infrastructure to drive AI applications in the Asia Pacific market.
- Edge Computing Advantage: This collaboration will utilize Blaize's programmable AI inference platform to ensure efficient, low-power AI inference in edge and hybrid environments, addressing the need for real-time operations and enhancing operational efficiency for enterprises.
- Market Demand Response: As demand for Practical AI systems grows, the partnership between Blaize and Nokia will facilitate the expansion of Hybrid AI architectures, enabling scalable intelligent deployments across networks, edge systems, and cloud infrastructure, thus enhancing market competitiveness.
- Future Project Outlook: Although the MOU is non-binding, it lays the groundwork for future collaborative projects in the Asia Pacific region, demonstrating both parties' long-term strategic intent in the AI domain.
See More
Blaize and Nokia Sign Strategic MOU for AI Collaboration
- Strategic Collaboration Framework: The MOU between Blaize and Nokia aims to jointly develop and deploy Practical AI and Physical AI systems, leveraging Nokia's leadership in networking and cloud infrastructure to drive AI applications in the Asia Pacific market.
- Edge Computing Integration: The collaboration will integrate Blaize's Hybrid AI platform with Nokia's IP networking and automation systems, targeting low-latency, energy-efficient AI inference to enhance applications in industrial and smart infrastructure environments.
- Market Promotion Initiatives: The partnership includes customer workshops and solution demonstrations aimed at promoting production-ready AI solutions, addressing the growing market demand and enhancing both companies' competitiveness in the AI sector.
- Future Project Outlook: Although the MOU is non-binding, it lays the groundwork for specific project collaborations in the Asia Pacific region, expected to drive secure and scalable AI inference deployments, thereby improving operational efficiency.
See More
Blaize CEO and CFO to Attend Wells Fargo TMT Summit and Craig-Hallum Alpha Select Conference
Blaize Participation in Conferences: Blaize Holdings, Inc. will have its Co-Founder and CEO Dinakar Munagala participate in a fireside chat at the Wells Fargo TMT Summit on November 19, 2025, while CFO Harminder Sehmi will attend the Craig-Hallum Alpha Select Conference on November 18, 2025.
Wells Fargo TMT Summit Details: The Wells Fargo TMT Summit, now in its ninth year, will take place from November 18-19, 2025, in Rancho Palos Verdes, CA, focusing on investment and developments in technology sectors.
Craig-Hallum Alpha Select Conference Overview: The Craig-Hallum Alpha Select Conference is recognized for idea generation, featuring companies selected for their alignment with the Alpha Select List, and will be held on November 18, 2025, in New York City.
Blaize's Recent Engagements: Blaize has recently participated in several international events, including the Milken Institute 2025 Asia Summit in Singapore and GITEX GLOBAL 2025 in Dubai, showcasing its focus on practical AI solutions.
See More
Blaize Appoints New Chief Revenue Officer to Drive Growth
- Global Revenue Leadership: Blaize has appointed Stephen Patak as Chief Revenue Officer to lead global revenue and go-to-market execution, aiming to accelerate the company's AI deployments in both public and private sectors, thereby enhancing its commercialization efforts.
- Market Expansion Stage: Blaize's AI platform has progressed from proof-of-concept to early customer deployments, reflecting significant advancements in technology maturity and market demand, which are expected to drive future revenue growth.
- Rich Leadership Experience: Patak brings over 25 years of sales experience in infrastructure and enterprise technology, having served as Chief Revenue Officer at Nile where he successfully commercialized AI networking services, demonstrating his leadership capabilities in high-growth environments.
- Strategic Partnerships: Blaize is closely collaborating with cloud service providers and infrastructure partners to integrate AI into core platforms, marking a strategic transformation in the company's approach to AI applications and enhancing its market competitiveness.
See More
Blaize Partners with Nokia for AI Inference Systems
- Strategic Partnership: Blaize Holdings has signed a strategic memorandum of understanding with Nokia to combine networking, cloud, and automation expertise to develop efficient AI inference systems for real-world applications in the Asia Pacific region.
- Stock Surge: Following the announcement, Blaize's stock surged over 24% in Tuesday's premarket trading, reflecting positive market expectations and investor confidence in future growth prospects stemming from this collaboration.
- Industry Application Potential: The partnership aims to establish a collaborative framework focused on creating and testing AI inference systems in industries such as telecommunications and smart infrastructure, addressing the critical demands for low latency and high reliability, thereby advancing technological progress in these sectors.
- Market Sentiment Shift: Retail sentiment around Blaize stock on Stocktwits shifted from 'bearish' to 'bullish' the day prior, indicating a growing optimism among investors regarding the company's future prospects, supported by high message volume discussions.
See More
Blaize Partners with Nokia for AI Edge Solutions
- Strategic Collaboration: Blaize Holdings has signed a memorandum of understanding with Nokia's Singapore subsidiary to jointly develop energy-efficient AI inference systems for the Asia-Pacific region, addressing rising market demand and enhancing competitiveness in smart infrastructure.
- Technology Integration: The agreement combines Nokia's expertise in networking, automation, and cloud infrastructure with Blaize's programmable inference platform, facilitating edge and hybrid AI deployments that ensure low latency and high reliability in real-world environments.
- Market Promotion Plans: The companies plan to conduct joint customer workshops, pilot programs, and demonstrations to validate AI inference applications in telecom, industrial, and smart infrastructure settings, further driving market penetration and customer adoption.
- Future Development Pathway: While the MOU does not commit either party to specific projects, it establishes a foundation for future agreements, ensuring secure and scalable AI inference integration into existing network, cloud, and industrial environments across the Asia-Pacific region.
See More
Blaize and Nokia Sign Strategic MOU for AI Collaboration
- Strategic Collaboration Framework: The MOU signed between Blaize and Nokia aims to jointly develop and deploy Practical AI and Physical AI systems, leveraging Nokia's leadership in networking and cloud infrastructure to drive AI applications in the Asia Pacific market.
- Edge Computing Advantage: This collaboration will utilize Blaize's programmable AI inference platform to ensure efficient, low-power AI inference in edge and hybrid environments, addressing the need for real-time operations and enhancing operational efficiency for enterprises.
- Market Demand Response: As demand for Practical AI systems grows, the partnership between Blaize and Nokia will facilitate the expansion of Hybrid AI architectures, enabling scalable intelligent deployments across networks, edge systems, and cloud infrastructure, thus enhancing market competitiveness.
- Future Project Outlook: Although the MOU is non-binding, it lays the groundwork for future collaborative projects in the Asia Pacific region, demonstrating both parties' long-term strategic intent in the AI domain.
See More
Blaize and Nokia Sign Strategic MOU for AI Collaboration
- Strategic Collaboration Framework: The MOU between Blaize and Nokia aims to jointly develop and deploy Practical AI and Physical AI systems, leveraging Nokia's leadership in networking and cloud infrastructure to drive AI applications in the Asia Pacific market.
- Edge Computing Integration: The collaboration will integrate Blaize's Hybrid AI platform with Nokia's IP networking and automation systems, targeting low-latency, energy-efficient AI inference to enhance applications in industrial and smart infrastructure environments.
- Market Promotion Initiatives: The partnership includes customer workshops and solution demonstrations aimed at promoting production-ready AI solutions, addressing the growing market demand and enhancing both companies' competitiveness in the AI sector.
- Future Project Outlook: Although the MOU is non-binding, it lays the groundwork for specific project collaborations in the Asia Pacific region, expected to drive secure and scalable AI inference deployments, thereby improving operational efficiency.
See More
Blaize CEO and CFO to Attend Wells Fargo TMT Summit and Craig-Hallum Alpha Select Conference
Blaize Participation in Conferences: Blaize Holdings, Inc. will have its Co-Founder and CEO Dinakar Munagala participate in a fireside chat at the Wells Fargo TMT Summit on November 19, 2025, while CFO Harminder Sehmi will attend the Craig-Hallum Alpha Select Conference on November 18, 2025.
Wells Fargo TMT Summit Details: The Wells Fargo TMT Summit, now in its ninth year, will take place from November 18-19, 2025, in Rancho Palos Verdes, CA, focusing on investment and developments in technology sectors.
Craig-Hallum Alpha Select Conference Overview: The Craig-Hallum Alpha Select Conference is recognized for idea generation, featuring companies selected for their alignment with the Alpha Select List, and will be held on November 18, 2025, in New York City.
Blaize's Recent Engagements: Blaize has recently participated in several international events, including the Milken Institute 2025 Asia Summit in Singapore and GITEX GLOBAL 2025 in Dubai, showcasing its focus on practical AI solutions.
See More
