Blaize Stock Surges 80% on $120M AI Deal with Starshine Computing Power Technology Limited.

Blaize (BZAI) stock surged 81.52% in pre-market trading after securing a $120M AI deal with Starshine Computing Power Technology Limited. The agreement will see Blaize's technology deployed in AI data centers in Asia starting Q3 2025 and continuing through 2026. The collaboration is expected to bring in $120M in revenue over its initial 18-month period and expand Blaize's presence in smart city applications across India, Indonesia, Japan, South Korea, and China.

Blaize Holdings, Inc. (NASDAQ: BZAI, NASDAQ: BZAIW) saw its stock surge 81.52% in pre-market trading on July 2, 2025, following the announcement of a significant AI infrastructure deal with Starshine Computing Power Technology Limited. The agreement, which carries a minimum value of $120 million in revenue over the initial 18-month term, will see Blaize's scalable hybrid AI platform deployed in AI data centers across Asia, starting in fiscal Q3 2025 and continuing through 2026 [1].

The collaboration between Blaize and Starshine is aimed at delivering real-world hybrid AI deployment across Asia, focusing on smart city applications, industrial automation, and intelligent public services. The agreement targets key countries including India, Indonesia, Japan, South Korea, and China, aligning with their AI infrastructure priorities [1].

Blaize's GSP®-based (Graph Streaming Processor) AI platform is designed to anchor next-generation computing clusters for smart cities, industry, and agriculture. The hybrid AI platform rollout will integrate Blaize's GSP-based inference accelerators with GPU-based infrastructure, cutting energy use and lowering total cost of ownership. The collaboration is expected to bring in $120 million in revenue over the initial 18-month period and expand Blaize's presence in smart city applications across Asia [1].

The deal underscores the growing demand for AI infrastructure solutions in Asia, where countries are investing heavily in AI to strengthen their economies, manage urban growth, and address climate resilience. Scalable hybrid systems are emerging as the new standard, with real-time, localized AI becoming foundational [1].

Blaize's co-founder and CEO, Dinakar Munagala, stated, "This is the beginning of real-world AI infrastructure at scale. Asia represents a $112B opportunity for next generation intelligent systems, and inference is leading the charge. Our hybrid AI platform is designed to deliver the efficiency, flexibility, power, and support for multimodal workloads to meet this surge, especially at the edge." Teng Ma, Chairman of Starshine, added, "Hybrid AI is no longer an experiment; it’s infrastructure. Blaize delivers exactly what our customers demand: flexibility, power efficiency, multimodal support, and scalability" [1].

The agreement carries significant implications for both companies, with Blaize poised to expand its market reach and revenue streams, and Starshine set to benefit from Blaize's innovative technology and expertise in hybrid AI infrastructure.

References:
[1] https://www.ainvest.com/news/blaize-holdings-shares-surge-52-15-hours-securing-contract-starshine-computing-power-technology-2507/