Blaize Holdings, Inc. — fact timeline

Blaize Holdings, Inc. reported first quarter ended March 31, 2026 results: revenue $2.7 million, net income Net loss was $22.7 million. Guidance reaffirmed.

“First quarter 2026 revenue was $2.7 million, an increase of 172% year over year .”

Blaize Holdings, Inc. entered into Warrant Amendment with Polar Multi-Strategy Master Fund and Polar Long/Short Master Fund (effective 2026-05-05).

“On May 5, 2026, the Company entered into Amendment No. 1 to Common Stock Purchase Warrants (the “Warrant Amendment”) with Polar Multi-Strategy Master Fund and Polar Long/Short Master Fund (together, the “Holders”) amending the outstanding warrants to purchase common stock previously issued to Holders to adjust the exercise price from $5.00 per share to $3.00 per share.”

Blaize Holdings, Inc. entered into Underwriting Agreement with Northland Securities, Inc., as representative of the several underwriters valued at $35.0 million (effective 2026-05-05).

“On May 5, 2026, Blaize Holdings, Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with Northland Securities, Inc., as representative of the several underwriters named therein (the “Underwriters”), relating to the issuance and sale (the “Offering”) of 18,918,918 shares (the “Base Shares”) of the Company’s common stock, par value $0.0001 per share (“Common Stock”) at a price to the public of $1.85 per share.”

Blaize Holdings, Inc. issued common stock.

“On April 22, 2026, Blaize Holdings, Inc. (the “ Company ”) entered into a Rights Agreement between the Company and Continental Stock Transfer & Trust Company as Rights Agent (as amended from time to time, the “ Rights Agreement ”) that was previously approved by the Board of Directors of the Company. In connection with the Rights Agreement, a dividend was declared of one preferred stock purchase right (individually, a “ Right ” and collectively, the “ Rights ”) for each share of common stock, par value $0.0001 per share (the “ Common Stock ”), of the Company outstanding at the close of business on May 6, 2026 (the “ Record Date ”).”

Blaize Holdings, Inc. reported first quarter of 2026 results: revenue approximately $2.7 million. Guidance reaffirmed.

“Expected First Quarter 2026 Revenue and Newly Awarded Contract with NeoTensr Anticipated to Generate $50.0 Million in Revenue • First quarter 2026 revenue expected to be $2.7 million, impacted by memory inventory and supply chain delays • Blaize maintains full year 2026 revenue guidance of $130.0 million • New NeoTensr contract expected to generate up to”

Blaize Holdings, Inc. reported the quarter and year ended December 31, 2025 results: revenue $38.6 million.

“AI infrastructure increasingly centers on inference-driven systems, enabled by efficiency-focused architectures designed for real-world AI deployment. In 2025, Blaize delivered $38.6 million in revenue, up from $1.6 million in 2024, marking its first full year of commercial revenue generation. This was driven by expanding engagements with system integrators and”

Blaize Holdings, Inc. dismissed Marcum LLP as its auditor.

“Marcum LLP was informed that it would be replaced by UHY as the Company’s independent registered public accounting firm”

Blaize Holdings, Inc. engaged UHY LLP as its auditor.

“On January 13, 2025, the Audit Committee approved the engagement of UHY LLP (“UHY”) as the Company’s independent registered public accounting firm”

Blaize Holdings, Inc.: Company ceased to be a shell company as a result of the business combination.

“As a result of the Business Combination, the Company ceased to be a shell company.”

Blaize Holdings, Inc.: Adopted new Code of Business Ethics and Conduct in connection with the business combination (effective 2025-01-13).

“on January 13, 2025, the Board approved and adopted a new Code of Business Ethics and Conduct applicable to all employees, officers and directors of the Company.”

Blaize Holdings, Inc.: Amended and restated bylaws effective as of the closing of the business combination (effective 2025-01-13).

“and amended and restated its bylaws (as amended, the “A&R Bylaws”) effective as of the Closing.”

Blaize Holdings, Inc.: Amended and restated certificate of incorporation effective as of the closing of the business combination (effective 2025-01-13).

“On January 13, 2025, in connection with the consummation of the Transactions, the Company amended and restated its certificate of incorporation, effective as of the Closing (the “A&R Charter”)”

Blaize Holdings, Inc. underwent a change of control involving BurTech Acquisition Corp. for $767 million (closed 2025-01-13).

“Plan of Merger (the “Merger Agreement Amendment”). The Merger Agreement Amendment amended the original Merger Agreement to increase the valuation of Blaize from $700 million to $767 million. Amendment No. 2 to Merger Agreement On October 24, 2024, BurTech, Merger Sub, Blaize and Burkhan entered into an Amendment No. 2 to Agreement and Plan of Merger (the “Second”

Blaize Holdings, Inc. received a nasdaq delisting notice notice regarding other (rules IM-5101-2).

“December 11, 2024, BurTech Acquisition Corp. (the “Company”) received a notice (the “Notice”) from the Nasdaq Stock Market LLC (“Nasdaq”), stating that the Company did not comply with Nasdaq Interpretive Material IM-5101-2 (“IM-5101-2”), and that its securities are now subject to delisting. Pursuant to IM-5101-2, the Company, a special purpose acquisition company, must complete one or more business combinations within 36 months of the effectiveness of its IPO registration statement. Since the Company did not complete its initial business combination by December 10, 2024, the Company did not co”

Blaize Holdings, Inc.: Amended the charter to extend the business combination deadline from December 15, 2024 to May 15, 2025 on a month-to-month basis (effective 2024-12-09).

“As approved by its stockholders at the Special Annual Meeting held on December 09, 2024, the Company filed an amendment to its second amended and restated certificate of incorporation (the “ Charter ”) with the Delaware Secretary of State (the “ Charter Amendment ”), to extend the date by which BurTech has to consummate a business combination from December 15, 2024 to May 15, 2025 on a month-to-month basis.”

Blaize Holdings, Inc. amended Merger Agreement Amendment with BurTech, BurTech Merger Sub Inc., Blaize, Burkhan valued at Increased Base Purchase Price from $700 million to $767 million; revised definitions (effective 2024-04-22).

“On April 22, 2024, BurTech, BurTech Merger Sub Inc., Blaize and Burkhan entered into an Amendment to Agreement and Plan of Merger (the " Merger Agreement Amendment ")”

Blaize Holdings, Inc. entered into Sponsor Forfeiture Agreement with BurTech LP LLC valued at Sponsor agreed to forfeit 2,000,000 BurTech Shares (effective 2024-04-22).

“Backstop Subscription Agreement On April 22, 2024, BurTech LP LLC (the “ Sponsor ”) entered into a backstop subscription agreement (the “ Backstop Subscription Agreement ”) with BurTech and Blaize.”

Blaize Holdings, Inc. entered into Backstop Subscription Agreement with BurTech LP LLC valued at Sponsor shall purchase BurTech Shares if Trust Amount less than $30,000,000 (effective 2024-04-22).

“On April 22, 2024, BurTech LP LLC (the " Sponsor ") entered into a backstop subscription agreement (the " Backstop Subscription Agreement ") with BurTech and Blaize”

Blaize Holdings, Inc. entered into Ava Letter Agreement with Ava Investors SA valued at Concurrent issuance of pre-funded warrants (effective 2024-04-22).

“inancing ”) to Ava Investors SA, a société anonyme incorporated under the laws of Switzerland (“ Ava ”, together with its affiliates and their respective transferees,”

Blaize Holdings, Inc. entered into RT Letter Agreement with RT-AI I, LLC valued at Convertible note financing of up to $125.0 million; $70.0 million funded as of April 22, 2024 (effective 2024-04-22).

“on April 22, 2024, of which $70.0 million were funded to Blaize as of such date, BurTech consented to a letter agreement (the " RT Letter Agreement ") between Blaize and RT-AI I, LLC”

Blaize Holdings, Inc. entered into Agreement and Plan of Merger with BurTech Acquisition Corp., BurTech Merger Sub Inc., Blaize, Inc., and Burkhan Capital LLC (effective 2023-12-22).

““ BurTech ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”) by and among BurTech, BurTech Merger Sub Inc., a Delaware corporation and a direct, wholly owned subsidiary of BurTech (“ Merger Sub ”),”

Blaize Holdings, Inc.: Extended the deadline for BurTech to consummate a business combination up to twelve additional one-month periods through December 15, 2024, and amended Section 4.3(b)(i) to allow Class B shareholders optional conversion to Class A Shares (effective 2023-12-15).

“to (a) extend the date by which BurTech has to consummate a business combination up to twelve (12) times, each such extension for an additional one (1) month period from December 15, 2023 to December 15, 2024; and (b) change Section 4.3 (b)(i) of the Charter to allow the holders of shares of Class B Shares to convert their shares of Class B common stock to Class A Shares at the option of the holder.”

Blaize Holdings, Inc. shareholders approved Amend the company's investment management trust agreement to allow the company to extend the time to complete a business combination twelve times, each extension for an additional one month period until December 15, 2024, by depositing into the Trust Account the lesser of $0.03 per unredeemed share at the 2023-12-11 meeting.

“Stockholders approved the proposal to amend the Company’s investment management trust agreement, dated as of December 10, 2021 by and between the Company and Continental Stock Transfer & Trust Company to allow the Company to extend the time to complete a business combination twelve (12) times, each such Extension for an additional one (1) month period until December 15, 2024, by depositing into the Trust Account the lesser of $0.03 per unredeemed share of Class A common stock or $150,000 for each one-month Extension.”

Blaize Holdings, Inc. shareholders approved Amend company's charter to extend the date by which BurTech has to consummate a business combination up to twelve times, each extension for an additional one month period from December 15, 2023 to December 15, 2024; and change Section 4.3 (b)(i) to allow holders of Class B Shares to convert their sh at the 2023-12-11 meeting.

“Stockholders approved the proposal to amend the Company’s Charter: to (a) extend the date by which BurTech has to consummate a business combination up to twelve (12) times, each such extension for an additional one (1) month period from December 15, 2023 to December 15, 2024; and (b) change Section 4.3 (b)(i) of the Charter to allow the holders of shares of Class B Shares to convert their Class B Shares to Class A Shares at the option of the holder.”

Blaize Holdings, Inc. amended Trust Amendment with Continental Stock Transfer & Trust Company (effective 2023-12-11).

“BurTech Acquisition Corp. (the “ Company ”) entered into an amendment to the investment management trust agreement dated as of December 10, 2021, with Continental Stock Transfer & Trust Company (the “ Trust Amendment ”).”

Blaize Holdings, Inc. received a nasdaq deficiency notice notice regarding shareholders (rules 5450(a)(2)).

“October 11, 2023, BurTech Acquisition Corp., a Delaware corporation (the “ Company ”) received a notification letter (the “ Notice ”) from the Listing Qualifications Department of The Nasdaq Stock Market LLC (“ Nasdaq ”) indicating that it was not in compliance with Nasdaq Listing Rule 5450(a)(2) (the “Listing Rule ”) for failing to maintain a minimum of 400 Total Holders for continued listing, which is required by the Nasdaq Global Market. The Notice has no immediate effect on the listing or trading of the Company’s common stock on the Nasdaq Global Market. The Notice states that the Company”

Blaize Holdings, Inc. received a nasdaq deficiency notice notice regarding late filing (rules 5250(c)(1)).

“May 23, 2023, BurTech Acquisition Corp., a Delaware corporation (the “ Company ”) received a notification letter (the “ Notice ”) from the Listing Qualifications Department of The Nasdaq Stock Market LLC (“ Nasdaq ”) indicating that, as a result of the Company’s delay in filing its Quarterly Report on Form 10-Q for the period ended March 31, 2023 (the “ 10-Q ”) with the Securities and Exchange Commission (the “ SEC ”), the Company was not in compliance with the requirements for continued listing under Nasdaq Listing Rule 5250(c)(1) (the “Listing Rule ”). The notification letter has no immediat”

Blaize Holdings, Inc. received a nasdaq deficiency notice notice regarding late filing (rules 5250(c)(1)).

“ng that, as a result of the Company’s delay in filing its Annual Report on Form 10-K for the year ended December 31, 2022 (the “ 10-K ”) with the Securities and Exchange Commission (the “ SEC ”), the Company was not in compliance with the requirements for continued listing under Nasdaq Listing Rule 5250(c)(1) (the “Listing Rule ”). The notification letter has no immediate effect on the listing or trading of the Company’s common stock on the Nasdaq Global Market. The Notice states that the Company has 60 calendar days from the date of the Notice, or June 20, 2023, to submit a plan to regain com”

Blaize Holdings, Inc.: Amended charter to extend business combination deadline to December 15, 2023, and modified net tangible asset requirement in Section 9.2(a) (effective 2023-03-10).

“As approved by its stockholders at the Special Meeting held on March 10, 2023, the Company filed an amendment to its second amended and restated certificate of incorporation (the “ Charter ”) with the Delaware Secretary of State (the “ Charter Amendment ”), (a) giving the Company the right to extend the date by which it has to complete a business combination to December 15, 2023, and (b) to change Section 9.2 (a) of the Charter to modify the net tangible asset requirement to state that the Company will not consummate any business combination unless it (i) has net tangible assets of at least $5,000,001 upon consummation of such Business Combination, or (ii) is otherwise exempt from the provisions of Rule 419 promulgated under the Securities Act of 1933, as amended.”

Blaize Holdings, Inc. shareholders approved Approve amendment to the Company's investment management trust agreement to extend business combination deadline to December 15, 2023 at the 2023-03-10 meeting.

“Stockholders approved the proposal to amend the Company’s investment management trust agreement, dated as of December 10, 2021 by and between the Company and Continental Stock Transfer & Trust Company to allow the Company to extend the time to complete a business combination until December 15, 2023, with no additional payments to the Company’s trust account.”

Blaize Holdings, Inc. shareholders approved Approve amendment to the Company's Charter to extend business combination deadline to December 15, 2023 and modify net tangible asset requirement at the 2023-03-10 meeting.

“Stockholders approved the proposal to amend the Company’s Charter: (a) giving the Company the right to extend the date by which it has to complete a business combination to December 15, 2023, and (b) to change Section 9.2 (a) of the Charter to modify the net tangible asset requirement to state that the Company will not consummate any business combination unless it (i) has net tangible assets of at least $5,000,001 upon consummation of such Business Combination, or (ii) is otherwise exempt from the provisions of Rule 419 promulgated under the Securities Act of 1933, as amended.”

Blaize Holdings, Inc. entered into Non-Redemption Agreements with BurTech LP LLC and several unaffiliated third parties valued at Sponsor agreed to transfer 1,274,412 Class B shares in exchange for investors not redeeming 4,597,64 (effective 2023-03-01).

“On March 1, 2023, through March 10, 2023, BurTech LP LLC, the sponsor of the Company (the “ Sponsor ”), entered into agreements (“ Non-Redemption Agreements ”) with several unaffiliated third parties in exchange for them agreeing not to redeem an aggregate of 4,597,648 shares (“ Non-Redeemed Shares ”) of the Company’s shares of Class A common stock, par value $0.0001 per share, sold in its initial public offering (the “ Class A Shares ”), at the Special Meeting.”

Blaize Holdings, Inc. amended Investment Management Trust Agreement Amendment with Continental Stock Transfer & Trust Company valued at right to extend time to complete business combination until December 15, 2023 (effective 2023-03-10).

“As approved by its stockholders at the special meeting of stockholders held on March 10, 2023 (the “ Special Meeting ”), BurTech Acquisition Corp. (the “ Company ”) entered into an amendment to the investment management trust agreement dated as of December 10, 2021, with Continental Stock Transfer & Trust Company (the “ Trust Amendment ”).”

Blaize Holdings, Inc. entered into Non-Redemption Agreement with one or more unaffiliated third party or parties (effective 2023-03-01).

“On March 1, 2023, BurTech Acquisition Corp. (the “ Company ”) and BurTech LP LLC (the “ Sponsor ”) entered into a non-redemption agreement (“ Non-Redemption Agreement ”) with one or more unaffiliated third party or parties in exchange for such third party or third parties agreeing not to redeem up to an aggregate of 4,000,000 shares of the Company’s Class A common stock sold in its initial public offering (“ Non-Redeemed Shares ”) in connection with the special meeting of the stockholders called by the Company (the “ Special Meeting ”) to consider and approve an extension of time for the Company to consummate an initial business combination from March 15, 2023 to December 15, 2023 (the “ Extension ”), and to amend the Trust Management Agreement with Continental Stock & Transfer Company, dated as of December 10, 2021, allowing for such extension (the “ Extension Proposals ”).”