Stock Markets January 27, 2026

Blaize Shares Surge After Nokia Partnership Targets Edge and Hybrid AI Deployments in Asia Pacific

Memorandum of Understanding will explore Practical AI and Physical AI use cases for telecom, industrial and smart infrastructure environments

By Leila Farooq BZAI NOK
Blaize Shares Surge After Nokia Partnership Targets Edge and Hybrid AI Deployments in Asia Pacific
BZAI NOK

Blaize Holdings Inc. stock jumped sharply in premarket trading after the company announced a strategic memorandum of understanding with Nokia Solutions and Networks Singapore to jointly develop and deploy Practical AI and Physical AI systems across the Asia Pacific region. The non-binding agreement sets a framework for collaboration on edge and hybrid AI inference use cases, reference architectures, validation of deployments and go-to-market activities, targeting sectors where latency, power efficiency and operational resilience are critical.

Key Points

  • Blaize shares rose 21.8% in premarket trading after announcing an MOU with Nokia to jointly develop Practical AI and Physical AI solutions in Asia Pacific.
  • The non-binding agreement targets edge and hybrid AI inference use cases, reference architectures, validation of deployments and go-to-market initiatives across telecom, industrial and smart infrastructure sectors.
  • The collaboration seeks to combine Nokia’s networking expertise with Blaize’s AI inference platform to enable secure, scalable and energy-efficient AI at the edge and in hybrid environments.

Blaize Holdings Inc. (NASDAQ: BZAI) shares climbed 21.8% in premarket trading on Tuesday following the announcement of a strategic partnership with Nokia (NYSE: NOK) aimed at accelerating AI deployments across Asia Pacific markets.

Under a Memorandum of Understanding signed with Nokia Solutions and Networks Singapore, the programmable AI computing company and Nokia will collaborate to develop and implement what they describe as Practical AI and Physical AI systems for real-world applications. The pact is structured to leverage Nokia’s networking capabilities alongside Blaize’s AI inference platform in order to support AI workloads at the network edge and within hybrid cloud-edge environments.

The non-binding MOU lays out a cooperative framework for a range of activities. Among the areas highlighted are joint work on edge and hybrid AI inference use cases, the creation of reference architectures, collaborative validation of AI deployments and coordinated go-to-market initiatives. The partnership specifically targets deployments within telecom, industrial and smart infrastructure settings, where the partners say latency, power efficiency and operational resilience are particularly important considerations.

"Our collaboration with Nokia marks an important step forward in delivering Practical AI and Physical AI at scale," said Dinakar Munagala, Co-Founder and CEO of Blaize. The firms said they are pursuing a "Hybrid AI approach" that places inference capability where it is most needed while maintaining integration with cloud infrastructure.

Sang Xulei, Senior Vice President and Head of Network Infrastructure, Asia Pacific at Nokia, commented that the cooperation is "accelerating" as demand rises for AI systems able to function in real-world environments.

The MOU defines a cooperative pathway toward potential definitive agreements but does not itself create binding obligations. Both companies emphasized that their focus will be on enabling secure, scalable and energy-efficient AI inference deployments throughout the Asia Pacific region.

Market reaction to the announcement was immediate, with Blaize shares posting a notable premarket gain. The agreement frames a strategy for combining networking expertise and AI inference technology to address edge and hybrid deployment demands across multiple industry segments.


Context and next steps

The companies will use the framework established by the MOU to explore concrete architectures and validation approaches and to coordinate commercial efforts. Because the agreement is non-binding, any future definitive deals would be subject to further negotiation and formalization.

Risks

  • The MOU is non-binding, meaning future definitive agreements are not guaranteed and will require further negotiation - this creates uncertainty for timing and scope of commercial deployments (impacts telecom and AI infrastructure markets).
  • Successful deployments must address latency, power efficiency and operational resilience requirements in target environments, which are technical and operational challenges that could affect rollout (impacts industrial, smart infrastructure and telecom sectors).

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