Blaize sees Q1 revenue $2.7M, consensus $14.05M

Results were primarily impacted by temporary supply chain constraints that affected shipment timing, despite solid underlying customer demand. “The global memory shortage reduced server purchase availability from our primary supplier in the first quarter of 2026, which prevented us from fulfilling customer demand,” said Harminder Sehmi, CFO of Blaize (BZAI). “We have secured the inventory needed to deliver $10.0-$12.0 million to our customer in late April and May, and we remain on track with our full year 2026 revenue guidance.”