Blaize Holdings Inc. (BZAI)
NASDAQ (NMS) NASDAQ (NMS) Primary 
Blaize Holdings, Inc. (BZAI) Q1 2025 Earnings Call Transcript
Blaize Holdings, Inc. (NASDAQ:BZAI ) Q1 2025 Results Earnings Conference Call May 14, 2025 5:00 PM ET Company Participants Lana Adair - Investor Relations, The Blueshirt Group Dinakar Munagala - Chief Executive Officer Harminder Sehmi - Chief Financial Officer Conference Call Participants Gil Luria - D.A. Davidson Richard Shannon - Craig-Hallum Capital Group Kevin Cassidy - Rosenblatt Securities Operator Good day and thank you for standing by.
Blaize Holdings, Inc. (BZAI) Q4 2024 Earnings Call Transcript
Blaize Holdings, Inc. (NASDAQ:BZAI ) Q4 2024 Results Earnings Conference Call March 27, 2025 5:00 PM ET Company Participants Lana Adair - Investor Relations, The Blueshirt Group Lane Bess - Chairman Dinakar Munagala - Chief Executive Officer Harminder Sehmi - Chief Financial Officer Conference Call Participants Alex Platt - D.A. Davidson Kevin Cassidy - Rosenblatt Securities Richard Shannon - Craig-Hallum Capital Group Operator Good day and thank you for standing by.
Blaize Holdings: Why I Am Betting On This AI Hardware And Software Small Cap
I believe AI will be the most profound shift of our lifetimes. As part of SeekingAlpha's Small Cap Competition, I present what I believe is a new AI asymmetric opportunity. I see Blaize as a potential new player in 'Physical AI', focusing on "Edge AI" solutions for applications where traditional CPUs or GPUs are impractical. These include automotive and appliances. Despite fierce competition from giants like Nvidia and AMD, I think Blaize's focus on both hardware and software gives it a competitive advantage in this niche market.
Blaize Is A Compelling Opportunity Within Emerging AI Inference Market, Bullish Analyst Says
DA Davidson analyst Gil Luria initiated coverage on Blaize Holdings, Inc. BZAI with a Buy rating and a $10 price forecast.
AI chipmaker Blaize sees $71B market across video security, and autonomous systems by 2028
Blaize Holdings Inc (NASDAQ: BZAI) sees a serviceable addressable market of about $71 billion collectively for video security, enterprise edge, and autonomous systems – its chosen verticals within artificial intelligence by 2028. It's a bold claim for a company that listed on Nasdaq only this week.
