Blaize reaffirms $130M 2026 revenue guidance as NeoTensr gains momentum. The AI chip company delivered strong Q1 results, with management highlighting a breakout 2025 and continued growth trajectory for the current year. The company targets over $11M in NeoTensr product deliveries during Q2, signaling accelerating commercial traction. New contracts and partnerships strengthened the commercial foundation in the quarter. CEO Dinakar Munagala emphasized the company's momentum, noting Q1 demonstrated their ability to convert market opportunities. The reaffirmed guidance suggests management confidence in execution despite competitive AI infrastructure dynamics. Investors are watching NeoTensr adoption closely as a key growth driver for achieving full-year targets.
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