---
title: "BZAI Blaize Holdings"
canonical: "https://supercyclehq.com/stock/blaize-holdings"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "BZAI"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Blaize Holdings (BZAI)

Blaize Holdings is a fabless semiconductor company selling chips, systems, and software for AI inference at the edge.

## AI Exposure Score

**90/100, Pure Play.** Blaize is a pure play whose entire business exists because of AI inference demand, selling edge AI silicon, systems, and software. The company is small and financially strained, which is a real risk flag, but the thesis rests entirely on edge AI adoption in defense and industrial markets.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $0.19 |
| Change 1d | -1.53% |
| Change 7d | +1.58% |
| Change 30d | -59.79% |
| Change 1y | -94.93% |
| 52-week high | $3.81 |
| 52-week low | $0.19 |
| Market cap | $28.0M |
| P/E | n/a |
| EPS | $-0.59 |
| Next earnings | 2026-11-12 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Technology |
| Headquarters | El Dorado Hills, CA |
| CEO | Dinakar Munagala |
| Employees | 228 |
| Website | https://www.blaize.com |
| Buildout layers | [Semiconductors](https://supercyclehq.com/category/semiconductors) |

## What the company does

Blaize Holdings is a fabless semiconductor company selling chips, systems, and software for AI inference at the edge. Customers in defense, smart infrastructure, and industrial markets buy its processors and integrated systems to run computer vision and sensor AI outside the data center, where power budgets are tight and latency matters.

Its Graph Streaming Processor is a programmable architecture built for low-power, low-latency inference. The company packages it into Pathfinder embedded modules and Xplorer accelerator cards, while AI Studio provides no-code software for building and deploying models without deep machine learning expertise. Defense programs and smart city deployments are its most active markets.

Founded in 2010 by former Intel engineers and headquartered in El Dorado Hills, California, Blaize employs about 230 people and listed on the NASDAQ in January 2025 through a SPAC merger.

## Role in the AI buildout

Blaize sits in the Semiconductors layer as an edge inference specialist. While the buildout's center of gravity is data center training, every model eventually needs somewhere cheap and fast to run, and Blaize builds silicon purpose-designed for that inference work at the edge: cameras, vehicles, defense systems, and industrial machines. It competes on power efficiency and programmability rather than raw compute. As a small challenger, its fortunes track edge AI adoption directly, with no legacy business to fall back on.

## FAQ

### What does Blaize Holdings do?

Blaize is a fabless chip company building processors, systems, and software for AI inference at the edge. Its Graph Streaming Processor powers Pathfinder modules and Xplorer accelerator cards used in defense, smart infrastructure, and industrial deployments.

### How is Blaize exposed to AI?

Supercycle rates Blaize as a Pure Play with an AI Exposure Score of 90 out of 100. The entire business exists because of AI inference demand: every product it sells is AI silicon, an AI system, or software for deploying AI models.

### What is the Graph Streaming Processor?

The Graph Streaming Processor is Blaize's programmable chip architecture, designed to run AI inference with low power draw and low latency. It processes tasks as streaming graphs, which suits computer vision and sensor workloads at the edge.

### Who leads Blaize?

Co-founder Dinakar Munagala serves as chief executive. A former Intel engineer, he started the company in 2010, originally as ThinCI, and led it through its January 2025 NASDAQ listing via SPAC merger.

### Is BZAI a pure play AI stock?

Yes. Blaize is rated Pure Play in the Supercycle framework. It is also a very small, early-stage company that has faced financial strain, so its high exposure score describes how tied it is to AI demand, not the safety of the business.

---

Source: https://supercyclehq.com/stock/blaize-holdings. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.