Why are Blaize Holdings, Inc. (BZAI) Shares Surging in Premarket Trading Today?

Blaize Holdings, Inc. (NASDAQ: BZAI) shares are experiencing a dramatic surge in premarket trading, jumping 63.37% to $4.95 as of 6:04 AM EDT on July 18, 2025.

This follows the company’s announcement of a significant $120 million agreement to deploy scalable hybrid AI infrastructure across Asia-Pacific markets. The deal represents a major milestone for the edge AI computing company, which has been struggling with steep losses and declining stock performance throughout 2024 and early 2025.

The partnership with Starshine Computing Power Technology Limited promises to accelerate real-world AI deployment across key Asian markets including India, Indonesia, Japan, South Korea, and China.

Major Asian AI Infrastructure Deal Drives Stock Momentum

Blaize announced a groundbreaking partnership with Starshine Computing Power Technology Limited to deliver hybrid AI infrastructure solutions across Asia’s fastest-growing economies. The agreement carries a minimum value of $120 million in revenue over an initial 18-month term, with deployment beginning in fiscal Q3 2025 and continuing through 2026. This represents a significant revenue opportunity for Blaize, which reported only $2.01 million in trailing twelve-month revenue as of the latest financial data.

The collaboration will focus on deploying Blaize’s Graph Streaming Processor (GSP)-based AI platform to power smart cities, industrial automation, and intelligent public services across the Asia-Pacific region. Key target markets include India, Indonesia, Japan, South Korea, and China, where governments are investing heavily in AI infrastructure to strengthen their economies and address urban growth challenges.

The partnership aims to deliver energy-efficient, real-time AI processing capabilities that can complement existing GPU-based infrastructure while reducing total cost of ownership.

According to CEO Dinakar Munagala, Asia represents a $112 billion opportunity for next-generation intelligent systems, with inference processing leading the charge. The hybrid AI platform is designed to deliver superior efficiency, flexibility, and support for multimodal workloads, particularly at the edge where real-time decision-making is critical.

Target applications include smart city surveillance, retail security, industrial automation, and agricultural technology solutions.

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BZAI Stock Surges in Premarket Trading

Despite today’s premarket surge, BZAI stock has been under severe pressure throughout 2024 and 2025, with year-to-date returns showing a devastating -79.80% decline compared to the S&P 500’s +7.07% gain. The stock closed at $3.03 on July 17, 2025, up 8.60% from the previous session, before spiking to $4.95 in premarket trading.

The company’s 52-week range spans from $1.70 to $29.61, highlighting the extreme volatility that has characterized the stock over the past year.

Blaize’s financial metrics reveal the challenges facing the company, with a market capitalization of $308.1 million and trailing twelve-month revenue of just $2.01 million. The company reported a massive net loss of $192.21 million and diluted earnings per share of -$1.33 for the trailing twelve months. With a price-to-sales ratio of 672.71 and negative free cash flow of $64.94 million, the company has been burning through cash while struggling to scale its revenue base.

The new Asian partnership could provide a crucial lifeline for Blaize, offering the potential for significant revenue growth and market validation of its hybrid AI technology. Analysts maintain an average price target of $5.83 for the stock, suggesting potential upside from current levels if the company can successfully execute on this major deployment opportunity.

However, investors should note the company’s history of substantial losses and the execution risks inherent in such a large-scale international rollout.

Disclaimer: The author does not hold or have a position in any securities discussed in the article. All stock prices were quoted at the time of writing.