Blaize Holdings Shares Jump 63.37% with $120 Million Asia-Pacific AI Partnership
Blaize Holdings caught the spotlight today. Its stock jumped a massive 63.37% in a single day. Why? Because it signed a $120 million AI partnership focused on the Asia-Pacific region. That’s huge for a company that was struggling just a few months ago.
We’re seeing more of these bold moves in the AI world. Companies are racing to grab market share in Asia, especially in fast-growing areas like smart cities, surveillance, and automation. Blaize is no exception.
This deal could be a turning point. For Blaize, it’s a chance to prove itself. For investors, it’s a mix of excitement and caution. Let’s explore what this deal means, why it matters, and what could come next.
Stock Market Reaction
We saw Blaize Holdings shares skyrocket on July 18, 2025. Pre-market trading pushed the stock up between 82% and 100%, depending on the source. One report noted an 82.51% rise as the day began. Other early figures showed a roughly 63% increase, placing the stock near $4.95.
This jump follows a tough year. Blaize’s stock had dropped about 80% year-to-date, touching a low near $1.70 in the past 52 weeks. Fast gains like these show just how dramatic market reactions can be when a small tech firm lands a major deal.
Details of the $120 Million Partnership
Blaize struck a deal with Starshine Computing Power Technology, based in Hong Kong, to roll out its hybrid AI infrastructure in Asia. The contract is worth at least $120 million over 18 months, running from Q3 2025 through 2026.
This isn’t just a small pilot. It’s an expansive agreement covering major markets like India, Indonesia, Japan, South Korea, and China. Blaize will deploy its Graph Streaming Processor (GSP) alongside GPU systems. This mix of tech is meant to power smart cities, industrial sites, public services, and more.
The hard contract assures a minimum revenue of $120 million. But it could grow if deployments succeed and new clients sign on.
Strategic & Market Context
Asia is a massive market for AI. Blaize’s CEO, Dinakar Munagala, said the APAC AI sector could be worth $112 billion, with inference tech driving the growth.
Blaize’s hybrid model mixing GSP with GPUs aims to cut power use and lower costs. It helps deliver real-time AI at the edge, where fast local decisions matter.
This tech is perfect for city cameras, store sensors, factory machines, and even farm systems. It taps into Asia’s push for smart infrastructure by offering an energy-efficient alternative to GPU-only setups.
Financial Impact on Blaize
Blaize hasn’t had much commercial success yet. Over the trailing 12 months, it made just $2.01 million in revenue. It also posted a net loss of around $192 million, with EPS at $1.33. Free cash flow has been negative, at $65 million.
But the Starshine deal could change that. It brings guaranteed income and shows the company has tech buyers. Analysts see potential. Price targets average around $5.83, with some optimistic at $10. That’s up from current trading levels near $4-5.
Still, risks remain. Blaize faces execution challenges across Asia. It must rely on Starshine’s logistics and local know-how. The company is betting heavily on hitting rollout targets.
Historical & Broader Expansion Context
This isn’t Blaize’s first big deal. In late June 2025, it secured a $56 million contract in Southeast Asia. Also, Blaize signed a referral agreement via Burkhan LLC worth up to $56.5 million, broadening its reach.
Q1 results showed progress: revenue climbed to $1 million from $549,000 year-over-year. Still, its net loss hit $147.6 million. The company seems to be shifting from isolated wins to a region-wide strategy.
This deal with Starshine may be Blaize’s biggest yet. It reflects a bold pivot toward an Asia-Pacific scale.
Investor Takeaways & Future Outlook
We see three key takeaways:
- Big revenue upside. $120 million is huge for a company with just $2 million in annual sales.
- High execution risk. Scaling across Asia isn’t easy. We need proof of delivery and more contracts.
- Valuation remains wild. At more than 600× price-to-sales, the stock still trades on future hopes.
Future checkpoints will be critical. We’ll watch these closely:
- Reports from Q3 2025 onward for rollout updates
- Revenue growth tied to this deal
- New contracts beyond smart cities
If Blaize delivers, it could reshape its outlook. But if things stall, investors may reconsider.
Bottom Line
We believe this $120 million Starshine deal marks a major turning point. It gives Blaize real revenue and credibility. Yet it also raises pressure. The clock is ticking on execution across Asia. Investors should stay alert. It’s a bet on a small company’s bold future.
Frequently Asked Questions (FAQs)
Blaize shows strong short-term technical signals and analyst buy ratings. But it has low revenue, big losses, and high volatility. We stay neutral until more results prove progress.
Experts rate BZAI as a “Buy” based on two analysts and a $6.50 target. Yet its heavy losses and execution risk make us cautious in the short term.
Blaize went public via a SPAC in January 2025. Its stock trades on Nasdaq under the symbols BZAI (common) and BZAIW (warrant).
Disclaimer:
This content is for informational purposes only and not financial advice. Always conduct your research.