Recent 8-K filings for BZAI
Highest-materiality recent filing
Blaize Holdings completes SPAC merger with BurTech, begins trading on Nasdaq
- Business Combination closed Jan 13, 2025; Legacy Blaize survives as wholly owned subsidiary.
- Merger valued Blaize at $767M per April 2024 amendment.
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Blaize prelim Q3 revenue ~$0.5M; FY26 guidance revised to $32-36M; DOJ/SEC probes, class action
Preliminary Q3 2026 revenue of ~$0.5M, earned entirely in August 2026 from hardware sales to one European customer; quarter-end closing not complete.
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Blaize gets Nasdaq bid-price deficiency notice; has until March 29, 2027 to regain $1.00 compliance
Nasdaq notified Blaize on Sept 28, 2026 that BZAI's closing bid price was below $1.00 for 30 consecutive business days, failing Listing Rule 5450(a)(1).
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Blaize cuts 26% of workforce; restructuring targets $7.5M-$8.4M in annual savings
Restructuring plan approved September 24, 2026 eliminates about 26% of Blaize's employees; substantially complete by December 31, 2026.
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Blaize Q2 revenue $12M, cuts FY26 outlook to $40-43M, gross margin 8%
Q2 revenue $12.0M vs $2.7M Q1 and $2.0M YoY; gross margin 8% vs 58% Q1.
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Blaize settles dispute with board chair's entity, issues 2M shares
Issued 2,000,000 shares of common stock to Bess Ventures (entity of board chair Lane Bess) to settle dispute over Control Letter and Securities Transfer Agreement.
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Blaize Q1 revenue $2.7M (+172% YoY); FY26 guide reaffirmed at $130M; partnerships
Q1 revenue $2.7M, up 172% YoY; gross margin 58% vs 11% Q4 2025.
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Blaize prices $35M public offering of 18.9M shares at $1.85/sh; warrants amended to $3 strike
Gross proceeds ~$35M from 18,918,918 shares at $1.85/share; underwriters have 30-day option for up to 2,837,837 additional shares.
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Blaize adopts limited-duration stockholder rights plan with 10% trigger expiring April 2027
Rights plan triggered if any person/group acquires 10%+ beneficial ownership of Blaize common stock.
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Blaize Q1 rev expected $2.7M (miss); FY26 guide $130M; wins $50M NeoTensr contract
Preliminary Q1 2026 revenue ~$2.7M, impacted by memory supply chain delays.
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Blaize FY2025 revenue $38.6M vs $1.6M; Q4 net loss narrows to $3.2M
Full-year revenue of $38.6M, up ~24x from $1.6M in 2024; Q4 revenue $23.8M, more than double Q3.
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Blaize Holdings enters into change in control severance agreements with CFO and VP Engineering
Santiago Fernandez-Gomez, VP of Platform Engineering, signed severance agreement on December 26, 2025.
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Blaize Q3 revenue $11.9M, beats guidance; net loss $26.3M; closes $30M financing
Revenue of $11.9M beat guidance ($11.0-$11.5M), up 499% QoQ and 1,419% YoY.
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Blaize raises $30M PIPE led by Polar; Q3 prelim rev $11.9M, net loss $26.3M
Private placement of 9.375M shares at $3.20/share and warrants for 9.375M shares at $5.00 exercise price, 5-year term.
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Blaize Q2 revenue $2M (+97% QoQ); secures $120M Starshine and $56M Asia contracts
Q2 revenue $2.0M, up 97% QoQ, above guidance; net loss $29.6M; adjusted EBITDA loss $12.9M; cash $29.1M.
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Blaize inks $120M APAC hybrid AI deal with Starshine, lifts 2025-26 revenue guidance
Strategic partnership with Starshine for minimum $120M revenue over 18 months, deploying hybrid AI across APAC smart cities.
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Strategic Cooperation Agreement with Starshine to sell Blaize's hybrid AI platform in Asia Pacific.
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Blaize signs $50M equity purchase agreement with B. Riley for at-the-market sales
Up to $50M of common stock may be sold to B. Riley over 36 months at VWAP minus 3% discount.
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Blaize subsidiary enters referral deal with Burkhan; BST commits up to $56.5M in product purchases
BurTech Systems Tech ordered up to $56.5M of Blaize products from Q2 2025 through 2026 under referral agreement.
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Blaize Q1 revenue up 83% to $1.0M; net loss widens to $147.8M on merger costs
Revenue $1.0M for Q1 2025, up 83% YoY driven by smart city product shipments.
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Blaize reports 2024 net loss of $61.2M on revenue of $1.55M; auditor cites going concern
Net loss $61.2M in 2024 (vs $87.6M in 2023); revenue fell 60% to $1.55M.
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Blaize FY2024 revenue drops 59% to $1.6M; net loss narrows to $61.2M
Net revenue $1.6M vs $3.9M in FY2023, down 59% due to completion of Phase I of European OEM program.
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Blaize issues FY2025 revenue guidance $19M–$50M, FY2026 $105M–$140M
FY2025 revenue estimated at $19M–$50M; FY2026 at $105M–$140M as solutions deploy.
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Audit committee approved UHY LLP as independent auditor on Jan 13, 2025, replacing Marcum LLP after Marcum completes 2024 audit.
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Blaize closes business combination with BurTech, begins trading on Nasdaq
Completed business combination with BurTech Acquisition Corp.; shares trade on Nasdaq as BZAI and BZAIW starting Jan 14, 2025.
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Blaize Holdings completes SPAC merger with BurTech, begins trading on Nasdaq
Business Combination closed Jan 13, 2025; Legacy Blaize survives as wholly owned subsidiary.
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Business combination with Blaize, Inc. completed January 13, 2025; combined entity renamed Blaize Holdings, Inc.
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Nasdaq notice received Dec 11, 2024 for non-compliance with IM-5101-2; company will not appeal.
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BurTech Acquisition Corp. extends deadline to May 15, 2025; 241,120 shares redeemed
Stockholders approved charter amendment extending business combination deadline to May 15, 2025 on month-to-month basis.
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BurTech receives Nasdaq deficiency notice for late Q1 2024 10-Q filing
Nasdaq notified BurTech on June 3, 2024 of non-compliance with Listing Rule 5250(c)(1) due to delayed 10-Q.
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BurTech renegotiates deferred underwriting commission from $10.06M to $1.5M at Blaize merger closing
EF Hutton accepts $1.5M cash at closing in full satisfaction of $10,062,500 deferred underwriting commission.
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BurTech and Blaize amend merger terms; $70M note closed; sponsor backstops $30M trust minimum
RT-AI funded $70M of $125M convertible note financing; up to $55M additional by May 9, 2024.
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BurTech Acquisition Corp. enters merger agreement to acquire AI chip company Blaize, Inc.
Total merger consideration: 77 million BurTech Class A shares to Blaize securityholders at closing.
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BurTech Acquisition Corp. to combine with Blaize at $894M EV
Blaize, an AI edge-computing provider, valued at ~$894M pro forma enterprise value.
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2,285,040 shares tendered for redemption, removing ~$24.4M (~$10.70/share) from trust account.
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BurTech Acquisition Corp. receives Nasdaq deficiency notice for insufficient total holders
Received Nasdaq notice on Oct 11, 2023, for non-compliance with Listing Rule 5450(a)(2) requiring minimum 400 total holders.
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BurTech receives Nasdaq deficiency notice for delayed Q1 10-Q filing
Notice received May 23, 2023 for failure to timely file Form 10-Q for period ended March 31, 2023.
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BurTech Acquisition Corp. extends deadline to Dec 15, 2023 after 22.1M shares redeemed for $228M
22,119,297 shares redeemed at ~$10.31 per share, withdrawing ~$228M from trust account.
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BurTech Acquisition Corp. entered non-redemption agreements with unaffiliated third parties to not redeem up to 4,000,000 Class A shares.
Earnings & guidance
Materiality & sentiment trend
Max materiality 1.00 · Median 0.62 · Most common event other_material