Blaize Holdings, Inc. provides artificial intelligence (AI)-enabled edge computing solutions. Its portfolio includes programmable AI processors in a broad range of form factors, deployable across several verticals, including smart city, defense, retail and enterprise markets; and AI computing platforms that enable applications, such as computer vision, advanced video analytics, and AI inference, as well as software tools that allows non-expert practitioners to deploy AI applications on its hardware without the need to learn or use source code. The company also offers the GSP, an AI computing accelerator for computer vision, machine learning, and AI applications; compute cards, such as peripheral component interconnected express card and other cards; software development kit; Blaize AI Studio, a visual no-code or low-code environment intended to simplify the creation and deployment of AI models; and strategic consulting services. Blaize Holdings, Inc. was founded in 2010 and is headquartered in El Dorado Hills, California.
Blaize Provides Preliminary Third Quarter 2026 Revenue Update and Full-Year Guidance Update
Blaize announced preliminary Q3 2026 revenue of approximately $0.5 million, an exceptionally small figure for the quarter ended September 30, 2026.
The company revised full-year 2026 revenue guidance to $32.0-$36.0 million, with shipments tied to binding purchase orders from NeoTensr under a contract announced in April 2026 worth up to $50.0 million.
Management flagged that the revision reflects shipment timing and working capital needs, noting it has inventory to only partially fulfill Q4 orders and is still sourcing the balance from suppliers. Delays in customer payments or supplier deliveries could adversely affect 2026 revenue recognition.