Blaize Holdings, Inc. · NASDAQ:BZAI
Blaize — Q2 2025 Earnings Presentation
33 slides from Blaize's earnings presentation, August 2025
Slide 1: Blaize AI Platform: Purpose-Built Platform to Enable AI in the Real World
Blaize AI Platform Purpose-Built Platform to Enable AI in the Real World August 2025 Investor Presentation 1 Copyright © 2025 Blaize. All rights reserved.
Slide 2: Disclaimer
Disclaimer Cautionary Statement Regarding Forward-Looking Statements This Presentation contains forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the U.S. Securities Exchange Act of 1934, as amended
Slide 3: H1 2025 Highlights
H1 2025 Highlights Highlights Blaize is at an inflection point in the business, with meaningful contracts in hand and ready to accelerate revenue Blaize Powers the AI Infrastructure for the Physical World Blaize is at the forefront of the edge AI shift – delivering intelligent, energy-efficient AI p
Slide 4: $56M Secured: Blaize Powers National Smart Infrastructure in South Asia
$56M PO for South Asia Smart Infrastructure $56M Secured: Blaize Powers a National Smart Infrastructure in South Asia at Scale 250K+ AI-Powered Cameras AI Systems Delivered | Deployment Began Q2 2025 Across 250K+ Smart Surveillance Systems Real World AI In Action Achievements* Use Cases Activated •
Slide 5: Blaize + Starshine: $120M Hybrid AI Platform
$120M Hybrid AI Platform in Action Powering Asia’s AI Future Blaize + Starshine: $120M Hybrid AI Platform Hybrid AI Platform Strategic Entry $120M Contract | Hybrid AI Deployed | AI Expansion Across Asia’s Tier 1 Industries Across Asia Hybrid AI Project Rollout* Enabling Asia Real World AI Expansion
Slide 6: Who We Are
Who We Are Blaize Enables Scalable, Efficient AI Infrastructure Global Presence and Commercial Projects with Strategic Partnerships Company Snapshot Our Mission HQ: El Dorado Hills, California Powering intelligent systems to operate smarter— Team: 200+ across U.S., UAE, UK, and India with scalable,
Slide 7: Corporate Highlights
Blaize Corporate Highlights Highlights Fueled Brand Growth for Hybrid AI Momentum Recent Media Coverage • NASDAQ-listed since Jan 14, 2025 — fueling Bloomberg: The Exciting Rise of AI and the Pioneering next-gen AI infrastructure Role of Blaize in Edge Computing • At the forefront of the AI shift wi
Slide 8: Global Commercial Projects and Strategic Partnerships
Blaize Global Commercial Projects and Strategic Partnerships Projects • Advanced Maritime AI: Collaboration with Abu • AI Defense Program: $249M national security AI Dhabi Maritime Academy to power sovereign, deployment with Turbo Federal, targeting the U.S. intelligent infrastructure Department of
Slide 9: Market Driver
Market Driver Blaize Breaks Barriers to Enable AI in the Real World at Scale Traction in Large and Growing Verticals1 The Global Shift to Hybrid AI $ 112B+ $ 245B+ 2028 Global AI Services 2024 Global AI Services Forecast by Industry Forecast by Industry* • $112B+ vertical TAM: Inference Leads AI Dep
Slide 10: Leadership
Leadership Blaize Executive Team and Board Members Highly Experienced Leadership Team and Seasoned Board of Directors Leadership Board of Directors 10 Copyright © 2025 Blaize. All rights reserved.
Slide 11: Blaize AI Platform: Enabling Actionable Events Across Industries
Blaize AI Platform Blaize AI Platform | Enabling Actionable Events Across Industries Purpose-Built Hybrid AI Inference Platform Field-validated architecture Ease Change of Management Multi-modal ready No Heavy IT Required Industry Verticals Smart City Smart Defense Smart Retail Smart Manufacturing S
Slide 12: Blaize AI Platform: Building Blocks
Blaize AI Platform Blaize AI Platform | Building Blocks Full stack, Fully integrated Infrastructure Core capabilities Application Layer Real world industry Verticals Smart City Smart Defense Smart School Smart Mining Smart Oil & Gas Smart Retail Smart Rest aurant Smart A irport • Plug-and-play appli
Slide 13: Blaize AI Hardware and Software Computing Solutions
Blaize AI Platform Blaize AI Hardware and Software Computing Solutions Full-stack hardware and software platform to enable AI from edge to cloud Blaize Graph-Native Blaize Software – SDK, AI Blaize Accelerators Blaize Systems Architecture Processor Studio & Picasso Blaize revolutionary Graph Streami
Slide 14: Blaize AI Hardware: Processors, Accelerators, and Systems
Blaize AI Hardware Blaize AI Hardware | Processors, Accelerators, and Systems High-Efficiency, Low-Latency AI Compute for Physical World Intelligence Blaize® Xplorer® Blaize® Pathfinder® Blaize® Xplorer ® Blaize® Xplorer ® Blaize® Xplorer ® P1600 P1600 Embedded X600M M.2 X1600E EDSFF X1600P/X1600P-Q
Slide 15: Short Form Factor & Rack Mount Systems
Blaize AI Hardware Blaize AI Hardware | Short Form Factor & Rack Mount Systems High-Efficiency, Low-Latency AI Compute for Physical World Intelligence Ruggedized System Compact NUCs Workstation Edge System Rack Mount Server Power tiny form factor Compact and rugged Enable more capability Unleash the
Slide 16: Blaize Software: Swiftly Deploys AI for Real-Time Insights
Blaize AI Software Blaize Software | Swiftly Deploys AI for Real-Time Insights Supporting the entire development workflow from concept to application deployment Blaize® Software Blaize® Picasso Blaize® AI Studio Development Kit AI Orchestration and Scalable algorithms Optimizes AI models Low Code/No
Slide 17: Differentiation
Differentiation 17 Copyright © 2024 Blaize. All rights reserved. Copyright © 2025 Blaize. All rights reserved. 17
Slide 18: Hybrid AI: Built for Hybrid AI
Blaize is Built for Hybrid AI Hybrid AI Actionable intelligence — faster, leaner, and built for the world Most of the market is stuck on high-power Hybrid (GPU + Blaize) AI System options only, expensive integrations, or cloud- reliant stacks Monolithic (GPU only) AI System • 2-3x better performance
Slide 19: Competitive Edge with Blaize Hybrid Solution
Differentiation Competitive Edge with Blaize Hybrid Solution AI at a fraction of the cost of Hyperscaler solutions AI Scalability • Cloud to edge enabled AI as a service allows for dynamic infrastructure scaling Efficient Architecture • Hyperconverged Infrastructure means greater performance, cost s
Slide 20: Blaize Architecture vs Traditional CPU/GPU Architecture
Blaize Architecture vs Traditional CPU/GPU Architecture Blaize GSP (Graph Streaming Processor) optimizes scheduling Blaize GSP vs. Traditional CPU/GPU Architecture Resulting Differences Data next node when ready Sent directly to next node Higher efficiency and Task A Task B Task D Output performance
Slide 21: Blaize Video Analytics Framework
Blaize Video Analytics Framework Modular Capabilities for AI-Driven Smart Verticals Human Related Behavior Detection Security & Safety Related People Counting Queue Analysis Crowd Forming Intrusion Detection Tailgating Loitering Detection Perimeter Protection Dwell Time Watchlist Recognition Face re
Slide 22: Blaize AI Adaptive Inferencing
Blaize AI Adaptive Inferencing Performance when and where you need it • Run multiple different detectors per region • Different datasets (classifications) per region • Balance accuracy and performance o Skip inference where not needed o improve accuracy on hard to detect areas o Use faster (more per
Slide 23: Smart Verticals with Blaize AI Platform
Smart Verticals with Blaize AI Platform 23 Copyright © 2024 Blaize. All rights reserved. Copyright © 2025 Blaize. All rights reserved. 23
Slide 24: Smart City: Smart Traffic AI
Smart City Smart City | Blaize Transforms Urban Mobility with Smart Traffic AI Smart Traffic – Coverage Gap The road to safer, smarter cities doesn’t run through the cloud — it runs through real- Limited Edge AI Deployment at time AI at the edge. — Urban Infrastructure Analyst, 2024 Mobility Report
Slide 25: Smart Defense: Tactical Superiority Through AI Inference
Smart Defense Smart Defense | Tactical Superiority Through AI Inference Tactical decisions can’t wait for the cloud. Mission success now depends on inference Tactical Defense – Coverage Gap at the edge. — U.S. DoD AI Readiness Review, 2025 Limited Onboard AI Low percentage of ISR drones and field un
Slide 26: Smart Airport: Real-time Monitoring and Threat Detection
Smart Airport Smart Airport | Real-time Monitoring and Intelligent Threat Detection Coverage Gap Airport AI must operate at the edge—in real time—where every second counts. Limited Edge AI Deployment — Urban Infrastructure Analyst, 2024 Mobility Report Over 3 million passengers travel through U.S. a
Slide 27: Smart Oil & Gas: Safety Monitoring with Edge AI
Smart Oil & Gas Smart Oil & Gas | Industrial-Scale Safety Monitoring with Edge AI Smart Oil & Gas – Coverage Gap DeepSeek has generated a very interesting algorithm and software. It is helping us to Sensor and Network increase efficiency. — Amin Nasser, CEO, Saudi Aramco >60% of oil & gas pipeline l
Slide 28: Smart Retail: Safety Monitoring with Edge AI
Smart Retail Smart Retail | Industrial-Scale Safety Monitoring with Edge AI 70% of QSR revenue flows through the drive-thru — yet most restaurants still can’t Smart Retail (QSR) – Coverage Gap see where they’re losing time, orders, or customers. — Retail AI Vision Study, 2024 Drive Thru Dominance Dr
Slide 29: Smart School: Safer Schools with Real-Time Vision AI
Smart School Smart School | Enabling Safer Schools with Real-Time Vision AI Schools spent over $3.1 billion last year on security, but without real-time AI, we’re still Safe School – Coverage Gap reacting after it’s too late. — Education Security Brief, 2023 Schools Lack Real Time AI Over 70% of pub
Slide 30: Smart Healthcare: Real-Time Health Intelligence
Smart Healthcare Smart Healthcare | Real-Time Health Intelligence, Powered by Hybrid AI Smart Healthcare – Coverage Gap "Only 18% of healthcare organizations report widespread implementation of AI solutions, indicating significant gaps in leveraging AI’s full potential in patient monitoring and Limi
Slide 31: Smart Manufacturing: Precision Manufacturing from Edge to Cloud
Smart Manufacturing Smart Manufacturing | Precision Manufacturing — from Edge to Cloud Smart Manufacturing – Coverage Gap Limited Predictive AI "Manufacturers report an average of 800 hours of downtime annually due to unplanned Deployment maintenance, highlighting the urgency and opportunity for pre
Slide 32: Smart Automotive: Smarter Decisions with Hybrid AI Insights
Smart Automotive | Driving Smarter Decisions with Hybrid AI Insights Smart Automotive Smart Automotive – Coverage Gap Underutilized Vehicle Data "Less than one-third of automotive companies currently integrate real-time predictive Not all automotive manufacturers currently analytics into their vehic
Slide 33: Thank You
Thank You Copyright © 2025 Blaize. All rights reserved. blaize.com