Blaize inks $120M APAC hybrid AI deal with Starshine, lifts 2025-26 revenue guidance

Blaize Holdings, Inc.

Strategic partnership with Starshine for minimum $120M revenue over 18 months, deploying hybrid AI across APAC smart cities.
Revenue guidance raised: at least $35M in 2025 and at least $130M in 2026.
Combined with prior $56M contract, total new contracts of $176M to fulfill from Q2 2025 through 2026.
Long-term targets: non-GAAP gross margin >50% and non-GAAP EBITDA margin >30%.
Blaize estimates TAM of $112B now, growing to $245B by 2028.

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