Blaize and BroadSat Technologies Partner to Deliver AI-Powered Video Delivery and Compute at the Edge for Global Telecom and Smart City Infrastructure

Rhea-AI Summary

Blaize Holdings (NASDAQ: BZAI) and BroadSat Technologies have announced a strategic partnership to develop AI-powered edge computing platforms for telecom and broadcast infrastructure. The collaboration introduces AICON Edge, a platform integrating Blaize's Graph Streaming Processor (GSP) into BroadSat's infrastructure.

The solution transforms traditional telecom and broadcast towers into intelligent compute nodes, enabling real-time AI inference and optimized video streaming at the edge. AICON Edge is designed to work with RF, 5G, Broadcast Internet, and IP-based infrastructure, enhancing Content Delivery Networks and supporting OTT/OTA distribution models.

Key capabilities include:

• Edge inference and AI processing via embedded Blaize GSP
• Real-time video delivery and content optimization
• Multi-layer connectivity support
• Edge caching and compute

The platform will be deployed across BroadSat's global smart infrastructure projects, enabling AI-driven services for Smart Cities, Public Safety, Precision Agriculture, Telemedicine, Education, and Emergency Response.

Positive

• Strategic partnership enables new revenue streams in edge computing and AI processing
• Global market reach through BroadSat's infrastructure network
• Diversification into multiple high-growth sectors (Smart Cities, Public Safety, Healthcare)
• Technology integration with multiple connectivity standards (5G, RF, IP) increases market potential

Negative

• No specific revenue projections or financial terms disclosed
• Implementation timeline and deployment costs not specified
• Competitive landscape and market share potential not addressed

Insights

Technology Infrastructure Expert

This partnership between Blaize and BroadSat represents a significant technological integration that addresses a growing challenge in edge computing. The collaboration creates AICON Edge, a platform that transforms passive telecom infrastructure into active AI compute nodes.

What's particularly noteworthy is the architectural approach that embeds Blaize's Graph Streaming Processor directly into distributed infrastructure points. This deployment model solves several technical problems simultaneously: it reduces backhaul requirements, minimizes latency for real-time applications, and enables localized processing where traditional cloud connectivity might be constrained.

From a technical perspective, this deployment across telecom towers creates a distributed edge network significantly different from typical data center architectures. The solution's support for multiple connectivity standards (RF, 5G, Broadcast Internet, IP) indicates deployment flexibility across diverse global infrastructure environments.

The capabilities highlight video processing optimization, which requires substantial computing power but delivers high-value services like real-time analytics. For telecom operators, the edge caching functionality could substantially improve content delivery while reducing bandwidth costs across their networks.

This partnership effectively turns passive broadcasting and telecom infrastructure into active computing resources - a novel approach to infrastructure utilization that could expand Blaize's hardware deployment footprint without requiring new physical installation sites.

Corporate Strategy Analyst

This partnership creates strategic value for Blaize beyond typical technology collaborations. By integrating with BroadSat's deployment channels, Blaize gains access to established telecom and broadcast infrastructure without building its own distribution network - a capital-efficient expansion strategy.

The collaboration specifically targets high-value vertical applications including Smart Cities, Public Safety, Precision Agriculture, and Telemedicine - sectors where edge computing delivers clear operational benefits and where decision-makers often have dedicated technology budgets.

While financial terms aren't disclosed, the agreement structure appears to leverage complementary strengths: Blaize contributes processing technology while BroadSat provides deployment channels and industry relationships. This creates potential for both technology and market expansion without significant capital investment.

The positioning of the AICON Edge platform enhances Content Delivery Networks and supports both OTT and OTA distribution models, addressing infrastructure needs across multiple media consumption patterns. This diversifies potential use cases beyond a single deployment model.

For Blaize specifically, embedding their processors into telecom infrastructure represents application diversification beyond traditional computing environments. This creates potential for recurring revenue through platform deployment rather than one-time hardware sales, though the exact commercial model isn't specified.

The joint solution addresses concrete operational challenges in video delivery infrastructure while enabling new capabilities, creating multiple potential adoption drivers for service providers seeking competitive differentiation.

Collaboration to transform telecom and broadcast towers into intelligent AI-powered edge compute nodes for real-time video and data delivery worldwide

EL DORADO HILLS, Calif.--(BUSINESS WIRE)-- Blaize Holdings, Inc. (NASDAQ: BZAI) (“Blaize”), a provider of purpose-built, artificial intelligence (AI)-enabled edge-optimized solutions, and BroadSat Technologies LLC, a leader in broadcast internet and connected infrastructure solutions, today announced a strategic partnership to co-develop and deploy AI-powered edge computing platforms that bring real-time video delivery and compute power to the network edge for telecom and broadcast infrastructure globally.

The partnership introduces AICON Edge, an advanced edge platform that integrates the Blaize Graph Streaming Processor (GSP) into BroadSat’s telecom and broadcast tower deployments. The solution transforms traditional infrastructure into intelligent, distributed compute nodes, enabling real-time AI inference, optimized video streaming, and data processing directly at the edge.

“This partnership represents a significant advancement in the future of video and data distribution,” said Dinakar Munagala, Co-founder and CEO of Blaize. “By embedding Blaize processor into BroadSat’s edge platform, we are enabling real-time compute and decision-making directly at the network edge. This innovation will reduce latency, enhance reliability, and deliver more intelligent content across various environments."

Built for scalability and designed to work with RF, 5G, Broadcast Internet, and IP-based infrastructure, the AICON Edge platform allows telecom operators and broadcasters to deliver high-quality video and data services closer to users, enhancing the performance of Content Delivery Networks (CDNs) and supporting OTT (Over-the-Top) and OTA (Over-the-Air) distribution models.

“We’re not just delivering connectivity; we’re delivering intelligence at the edge,” said Aby Alexander, President & CEO of BroadSat Technologies. “This partnership enables us to bring compute and AI capabilities directly into our global telecom and broadcast infrastructure. With Blaize AI processor inside, BroadSat is advancing its mission to deliver smarter, more connected infrastructure, from the tower to the last mile.”

The AICON Edge platform will be deployed across BroadSat’s global portfolio of smart infrastructure projects. This deployment will enable governments, enterprises, and telecom providers to roll out AI-driven services for Smart Cities, Public Safety, Precision Agriculture, Telemedicine, Education, and Emergency Response.

Key Capabilities of AICON Edge:

• Embedded Blaize Graph Streaming Processor (GSP) for edge inference and AI processing
• Real-time video delivery and content optimization
• Seamless support for OTT and OTA platforms
• Augmented CDN performance through edge caching and compute
• Multi-layer connectivity: RF, 5G, Broadcast Internet, and IP
• Built for global deployment across towers, nodes, and remote regions

This innovation empowers telecom and broadcast providers to offer enhanced services such as AI-assisted video analytics, rapid emergency response systems, and intelligent traffic management — all at the edge.

About Blaize

Blaize provides a full-stack programmable processor architecture suite and low-code/no-code software platform that enables AI processing solutions for high-performance computing at the network’s edge and in the data center. Blaize solutions deliver real-time insights and decision-making capabilities at low power consumption, high efficiency, minimal size and low cost. Blaize has raised over $330 million from strategic investors such as DENSO, Mercedes-Benz AG, Magna, and Samsung and financial investors such as Franklin Templeton, Temasek, GGV, Bess Ventures, BurTech LP LLC, Rizvi Traverse, and Ava Investors. Headquartered in El Dorado Hills (CA), Blaize has more than 200 employees worldwide with teams in San Jose (CA) and Cary (NC), and subsidiaries in Hyderabad (India), Leeds and Kings Langley (UK), and Abu Dhabi (UAE).

Learn more at: www.blaize.com

About BroadSat Technologies LLC

BroadSat Technologies is redefining digital infrastructure by combining broadcast internet, AI, and edge computing to close the connectivity gap. BroadSat designs and deploys intelligent telecom and broadcast solutions to power Smart Cities, agriculture, healthcare, education, and more across underserved regions worldwide.

Learn more at: www.BroadSatTech.com

Cautionary Statement Regarding Forward Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the U.S. Securities Exchange Act of 1934, as amended (the “Exchange Act”) that are based on beliefs and assumptions and on information currently available to Blaize, including statements regarding the industry in which Blaize operates, market opportunities, and product offerings. In some cases, you can identify forward-looking statements by the following words: “may,” “will,” “could,” “would,” “should,” “expect,” “intend,” “plan,” “anticipate,” “believe,” “estimate,” “predict,” “project,” “potential,” “continue,” “ongoing,” “target,” “seek” or the negative or plural of these words, or other similar expressions that are predictions or indicate future events or prospects, although not all forward-looking statements contain these words. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Many factors could cause actual future events to differ materially from the forward-looking statements in this document, including but not limited to: (i) changes in domestic and foreign business, market, financial, political and legal conditions; (ii) the expected benefits of the Blaize’s business combination with BurTech Acquisition Corp. (the “Business Combination”) are not obtained; (iii) the ability to meet stock exchange listing standards following the consummation of the Business Combination; (iv) the risk that the Business Combination disrupts current plans and operations of Blaize as a result of the consummation of the Business Combination; (v) failure to realize the anticipated benefits of the Business Combination, which may be affected by, among other things, competition, the ability of the combined company to grow and manage growth profitably, maintain relationships with customers and suppliers and retain its management and key employees; (vi) costs related to the Business Combination; (vii) changes in applicable law or regulations; (viii) the outcome of any legal proceedings that may be instituted against Blaize; (ix) the effects of competition on Blaize’s future business; (x) the ability of the combined company to issue equity or equity-linked securities or obtain debt financing; (xi) the enforceability of Blaize’s intellectual property rights, including its copyrights, patents, trademarks and trade secrets, and the potential infringement on the intellectual property rights of others; and (xii) those factors discussed under the heading “Risk Factors” in our Registration Statement on Form S-1 filed with the Securities and Exchange Commission (SEC) on February 10, 2025 and other documents filed by Blaize from time to time with the SEC. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and Blaize assumes no obligation to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law, including the securities laws of the United States and the rules and regulations of the SEC. Blaize does not give any assurance that it will achieve its expectations.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250409543307/en/

Media contacts

Leo Merle

Blaize

info@blaize.com



Contact Name: Alicia Martinez (Director of Communications)


BroadSat Technologies

Email: Press@BroadsatTech.com

Phone: 617 861 3686 EXT 712

Source: Blaize Holdings, Inc.

FAQ

What is the AICON Edge platform announced by Blaize (BZAI) and BroadSat?

AICON Edge is an advanced edge computing platform that integrates Blaize's Graph Streaming Processor into BroadSat's telecom infrastructure, enabling real-time AI inference and video streaming at the network edge.

How will BZAI's partnership with BroadSat transform telecom infrastructure?

The partnership transforms traditional telecom towers into intelligent compute nodes, enabling real-time AI processing, optimized video streaming, and enhanced content delivery network performance at the edge.

What technologies does the BZAI-powered AICON Edge platform support?

AICON Edge supports multiple connectivity technologies including RF, 5G, Broadcast Internet, and IP-based infrastructure, compatible with both OTT and OTA distribution models.

What markets will BZAI's AICON Edge platform serve?

The platform will serve Smart Cities, Public Safety, Precision Agriculture, Telemedicine, Education, and Emergency Response sectors through BroadSat's global infrastructure projects.