Blaize, a chipmaker focused on AI processing at the edge (outside data centers), outlined a strategy combining its own processors with NVIDIA GPUs and raised its 2026 revenue guidance to $130 million（約210億円）.

What happened: Blaize's CFO said the company closed last year at about $39 million（約62億円） in revenue and has tightened its 2026 revenue guidance to $130 million（約210億円）. The company is developing hybrid systems that pair its Graph Streaming Processor (GSP) chips with GPUs for data center use, and has secured partnerships with Nokia and companies like TCC (a subsidiary of Saudi Arabia's Public Investment Fund) for edge AI applications such as highway monitoring and drone defense.

Why it matters: Blaize targets a specific gap—AI workloads that demand low power and low latency at the edge or in smaller data centers, where traditional GPU-heavy setups face cost and thermal penalties. The company demonstrated that a server powered by 24 Blaize cards could run relevant workloads at two to four times lower total cost of ownership compared with an NVIDIA-based GPU setup, suggesting it is positioning itself as a complement rather than a replacement for dominant GPU makers.

What to watch: 2026 is expected to be back-end loaded because contracts require the company to secure chips, cards and servers as proofs of concept move into production. The company has not provided projections for 2027, but expects margins to improve significantly in 2027 and 2028 as software becomes a larger portion of the revenue mix beyond the hardware-heavy 2025 and 2026.