The competition in the AI chip market is increasingly fierce, and many manufacturers are competing. Blaize, as one of the emerging forces, has attracted widespread attention in the industry with its focus on the edge calculation of AI chips. The company was founded by former Intel engineers and will be listed through Spac, marking its development into a new stage. This article will in -depth analysis of Blaize's development history, business model, and future development prospects, and discuss its positioning in the AI chip market.
With the rapid development of artificial intelligence, the investment boom of AI chip manufacturers has gradually heated up. Among them, Blaize has attracted widespread market attention. The company founded by former Intel engineers announced that it will be listed on January 14, 2025 at the Nasdaq through Spac (special purpose acquisition company).
Blaize was founded in 2011. It is headquartered in Erdogdo, California, and has received $ 335 million in investment, mainly from well-known companies such as Samsung and Mercedes-Benz. Unlike NVIDIA, which is mainly used in large data centers, Blaize focuses on making AI chips for edge applications. These chips are mainly integrated into smart products, such as security cameras, drones and industrial robots, which aims to meet the needs of low power consumption, low latency and cost benefits.
Blaize CEO Dinakar Munagala said in an interview with "TechCrunch" that the edge computing of AI -driven will become the future trend because it also has advantages in data privacy. Although Blaize is still a small player in the huge AI chip market. In 2023, the company's revenue was only $ 3.8 million, but it lost $ 87.5 million. Ability can achieve scale in the future.
At present, Blaize also has a potential transaction of 400 million US dollars in his hands. One of the procurement orders signed with a certain Middle East defense institution with an unrequnted name, up to 104 million US dollars. It is used to develop friendly forces and enemy forces. Find a system of small vessels and detection of drones. Monagara predicts that the market value of Blaize will reach US $ 1.2 billion after the merger of Spac, although this is still insufficient compared with other companies such as CEREBRAS's private equity valuations.
Unlike Blaize, CEREBRAS focuses on data center chips and is currently preparing an IPO, but it has not yet been listed. Monagara believes that Blaize's listing is an investment in the future of AI chips from centralized data centers to more extensive physical products.
"All the booms about AI are concentrated in data centers. In fact, many cases that are closely related to the real world have been ignored," Munagara said. He emphasized that Blaize will focus on the importance of AI in real life in real life.
Official entrance: https://www.blaize.com/
Points:
Blaize will be available on SPAC on January 14, 2025 to focus on the edge calculation of AI chips.
The company currently loses $ 87.5 million and its income is 3.8 million US dollars, but there are potential $ 400 million in transactions.
The CEO expects that the market value of Blaize will reach US $ 1.2 billion after listing, and it is committed to promoting the integration and development of AI chips towards reality products.
All in all, the listing of Blaize is an important event in the field of edge computing AI chips, and it also reflects the market's confidence in the continuous growth of AI technology in edge computing applications. Although Blaize is still in a state of losing money, it has huge development potential, and its future development is worth looking forward to.