Blaize Holdings Inc. (NASDAQ:BZAI) shares are trending on Thursday night.
BZAI jumped 21.39% to $2.10 in after-hours trading on Thursday following a contract of up to $50 million with technology company NeoTensr for AI edge data center infrastructure across Asia Pacific and a strategic Memorandum of Understanding with Taiwan-based rugged technology maker Winmate Inc. targeting sovereign, mission-critical edge AI deployments.
$50M Contract Follows $20M Q4 2025 Revenue
The NeoTensr contract increases the total contracted value between the two companies to $70 million, following more than $20 million in revenue generated for Blaize in the fourth quarter of 2025.
Blaize’s Hybrid AI architecture combines its Graph Streaming Processor (GSP) with GPU infrastructure, processing 200+ simultaneous camera streams per server while running LLMs and VLMs at the edge.
Ke Yin, co-founder and chief scientist at Blaize, said, “We are not partitioning the workload between edge and cloud — we are collapsing that boundary entirely.”