secwatch / observer

Blaize Holdings, Inc. — fact timeline

Source-grounded facts extracted from Blaize Holdings, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

BZAI Blaize Holdings, Inc. JSON
Material Agreements

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.”
Material Agreements

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.”
Earnings Releases

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”
Material Agreements

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 ")”
Material Agreements

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.”
Material Agreements

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”
Material Agreements

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,”
Material Agreements

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”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.