Blaize Holdings, Inc. · NASDAQ:BZAI
Blaize — Investor Presentation (February 2025)
27 slides from Blaize's investor presentation, Feb 11, 2025
Slide 1: Life on the Edge
Exhibit 99.2 Life on the Edge C Copy opyr riight ght © © 2025 2024 B Bllai aiz ze. e. A Allll r riight ghts s r res eser erv ved. ed.
Slide 2: Disclaimer: Cautionary Statement Regarding Forward-Looking Statements
Disclaimer Cautionary Statement Regarding Forward-Looking Statements This presentation (the “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
Slide 3: Disclaimer: Non-GAAP Financial Measures
Disclaimer Non-GAAP Financial Measures We prepare and present our consolidated financial statements in accordance with U.S. GAAP. However, management believes that non-GAAP gross margin and non-GAAP research and development expense, non-GAAP financial measures, provide investors with additional usef
Slide 4: Disclaimer (cont'd): Industry and Market Data
Disclaimer (cont’d) Industry and Market Data This Presentation has been prepared by Blaize and includes market data and other statistical information from third-party sources, including independent industry publications, governmental publications and other published independent sources. Some data is
Slide 5: Revenue Pipeline & Guidance
Revenue Pipeline & Guidance
Slide 6: Financial Guidance Fiscal Years 2025 and 2026
Financial Guidance Fiscal Years 2025 and 2026 • Several deals are expected to start deploying at scale from H2 2025, continuing into 2026 Blaize Financial Guidance 1 • Qualified pipeline today plus MOD PO for 2025 and 2026 is 3x Fiscal Year Ended Dec 31 2025E 2026E revenue projections for 2025 and 2
Slide 7: Significant Near-Term Revenue Opportunities with Long-Term Pipeline Visibility
Significant Near-Term Revenue Opportunities with Long-Term Pipeline Visibility Demonstrated technological capability with a large and growing pipeline to drive sales momentum Qualified Pipeline Signed purchase order for $104M in hand to deliver multiple solutions for EMEA-based defense entity. Blaiz
Slide 8: $104M Purchase Order in Hand from a Defense Entity
$104M Purchase Order in Hand from a Defense Entity Selected to deliver a full-stack hardware and software solution Engagement started Q3 2023 with a MOU following successful demonstration of several use case applications using Blaize hardware and software technology Purchase Order signed in Q2 2024
Slide 9: Blaize Products and Engagements
Blaize Products and Engagements
Slide 10: Blaize Products & Solutions Can Deliver Value Across a Vast Array of Applications
Blaize Products & Solutions Can Deliver Value Across a Vast Array of Applications Expected to address complex and unique use cases with its flexible, efficient architecture and programmability Autonomous Security & Monitoring Enterprise Edge AI Systems Tactical Edge / Defense Smart Manufacturing Sma
Slide 11: Blaize Value Propositions
Blaize Value Propositions
Slide 12: New Breed of Architecture for Performance and Cost Savings
New Breed of Architecture for Performance and Cost Savings Determines task dependencies to optimize scheduling, minimizing data trips to memory to save power & processing time Traditional CPU/GPU Architecture vs. Blaize Graph Streaming Processor Resulting Differences Tasks completed before data sent
Slide 13: With Advanced Flexibility, Blaize Does More
With Advanced Flexibility, Blaize Does More Ability to run multiple workloads for different Edge use cases and reduce strain on CPU/GPU resources Blaize Covers More Workflow Pre-Processing 1 Frame Extraction Motion Detection Background Subtraction AI Model Inference 2 Blaize Can Seamlessly Integrate
Slide 14: Blaize Software Swiftly Deploys AI for Real-Time Insights
Blaize Software Swiftly Deploys AI for Real-Time Insights Supporting the entire development workflow from concept to application deployment at the Edge Problem Targeted Ideal Customer / Decision Maker Allows customers and partners to scale algorithms on Blaize’s Engineers: AI hardware / software pla
Slide 15: Customers want Advanced Generative AI Results with Low CapEx
Customers want Advanced Generative AI Results with Low CapEx The Edge Devices Identify Interesting Scenes Datacenter uses Gen AI to Analyze Scenes Ruggedized AI Platforms Workstation On-Premises Datacenter 1U Distributed Server (Private Cloud) Analytics Advanced Analytics Video Management Critical E
Slide 16: AI Technology Inflection Point – Focus Shifts to Efficiency
AI Technology Inflection Point – Focus Shifts to Efficiency DeepSeek R1 & Qwen 2.5-Max demonstrate a shift to efficient and cost-effective AI Blaize architecture is purposefully built for these type of efficiency transitions benefiting Physical AI • Support for sparse/fine-grained memory accesses ne
Slide 17: Defense
Defense
Slide 18: Illustrative Case Study – Security and Monitoring
Illustrative Case Study – Security and Monitoring Turnkey hardware and software solution enabling tactical security and monitoring for in-field defense Full Field Asset Tracking and Monitoring Proposed Solution ® ® ® ® Blaize Pathfinder P1600 Blaize Xplorer X600M M.2 SFF Embedded System on Module Ac
Slide 19: Smart City Solution “In a Box”
Smart City Solution “In a Box”
Slide 20: Smart City Solutions In a Box
Smart City Solutions In a Box A Generative AI enabled turn-key solution for Safety Manager, City Planners and Law Enforcement Incident Detection Pedestrian Analysis • Accidents • Event pedestrian traffic flow • Near misses • Crowd forming • Sudden obstacle avoidance • Intrusion/Perimeter Protection
Slide 21: Smart City Solutions – The User Experience
Smart City Solutions – The User Experience Integrated turnkey AI for non-AI users Unified User Experience • “In a Box” means everything is included, “no assembly required” Drives Actionable Decisions • Municipal Managers • City Planners • Safety Managers • Law Enforcement 21 Copyright © 2025 Blaize.
Slide 22: Smart Airports
Smart Airports
Slide 23: Smart AI Airports in a Box
Smart AI Airports in a Box Baggage Handling, Airside and Passenger Experience • Tracking a specific bag across multiple cameras • Identifying • stuck baggage • abandoned / otherwise untracked bags • bags that fall off the conveyor system • damaged bags • line-crossing events • Position of the bags t
Slide 24: Automotive
Automotive
Slide 25: Illustrative Case Study – Automotive Design Work
Illustrative Case Study – Automotive Design Work Proof-of-concept of multi-target compiler to enable auto customers to deploy ADAS across any hardware platform Unifying Automotive Hardware: Blaize’s Multi-Target Auto Compiler unifies diverse hardware languages into a unified codebase, enabling seaml
Slide 26: Track Record in Auto Demonstrates ADAS and AV Potential
Track Record in Auto Demonstrates ADAS and AV Potential Years of experience working with leading automotive partners Partnership Work Completed Ongoing Development Future Solutions Auto-Grade Chiplet Denso Partnership Enabling Solutions for Emerging in Development Autonomous Systems Ongoing projects
Slide 27: Blaize’s Longstanding Relationship with Denso-NSI
Blaize’s Longstanding Relationship with Denso-NSI Deep partnership experience sets the foundation for next generation automotive platforms Hardware Development & Markets & Products Software Evaluations Go-To-Market Customization Exploration Development $25M 2015 - 2017 2018 2019 - 2022 2023 - 2029 2
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