Oct. 25 at 10:01 AM
$BZAI For anyone new to Blaize,here’s the quick rundown. As of Q2 2025, the company has
$176MLN in signed contracts. The biggest ones are Yotta at
$56MLN for camera systems across more than 250,000 sites in India, with
$1.8MLN already shipped and another
$4.6MLN expected this year, and Starshine, a
$120MLN minimum deal covering hybrid systems across Thailand, Indonesia, India, Korea, and China, with shipments underway since Q3.
There is also a partnership with Technology Control Company for infrastructure projects in Saudi Arabia, though the contract value hasn’t been disclosed. Rev guidance sits between
$19MLN and
$50MLN for 2025 and grows to around
$105MLN to
$140MLN for 2026. The pipeline exceeds
$725MLN, with roughly
$300MLN in high confidence deals. The lighter near term rev reflects multi year rollouts but the backlog is real, contracts are locked and execution is now in motion
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