Blaize AI Edge Computing Profile
Blaize, an AI edge computing company, has raised $200 million, and claims their AI Edge Platforms are "more efficient, more flexible, more accurate and more cost effective", but how are they positioned for video surveillance and physical security?
In this report, we profile Blaize based on our interview with Co-founder and CEO Dinakar Minagala, Co-founder and Chief Software Architect Val Cook, Senior VP of Sales Brian Baker, and a review of other public materials. In this report, we examine:
- Financials
- Background
- Blaize GSP
- AI Studio
- Market Strategy
****** **/**/**: ***** ***** ** *** of ******, ** ** ******* ****, according ** *** ********:
**********
****** (******** ******) ** * ******* AI ********* ******** ******* ************* ** Northern ********** *** ******* ** **** by **** **-***** *** *********** **** members,*** ******* ********, *** ******* ******,** ** *********** ** ***, ******** ******** ********* *** ****.
*** ******** ******** **** ***** **** were ***** **** ** ** ************, those ************ ***** ** ****** ****** using ***** *********:
*** **** ********, *** **** ***** shoehorned **** ************ *** ** **** they *****'* *********** ****** ***. **** consume * *** ** *****, **** cost * *** ** *****, *** they **** **** *********** **** ******* to ******, ***, *** *********.
Blaize ***** ****** ********* (***)
******'* ***** *** ***** ****** ********* (GSP) ************, *** ****** **** **** that ** ******** ** *** ************, GSP ********* *** **** ** ********.
*** *** ********** ******* *** *** traditional *** ************ ** *** *****'* do ********, ********** **** ** ******** on *** ***.
****** **** **** **** **** ** patents, **** ** ********** ** *******, around ***** ***** ********* ********** *** other ************.
** ** **** * ****** ****** patent ********* **'** *** ** ******* and ************ *** ****'* ** ****** and ** ******* ****** *** ***** streaming ********* *** ****** *** ** studio **********.
****** **** *** *** *** ******** strictly *** ** ************, *** ******** to ****, *** ******* ***** *********** and ******* ********** ** *********** *** and ******.
***'** *** ******* **** *, ******* it ******* ******, ******* ** ******* CPU, **** ******* **** *. **'* just * **** **** ********* **********, and ** ******* *** ********** ** traditional *** *** ******.
*** **** ********** ******** ** ****** GSP *** **** ** *** * lower **** ** ********* **** ***** solutions, **** ** *** ***** ** Edge **** ******* **** ******.
** ***'** ******* *** ******* *** archiving *****. **** *** * ********** real ****** ******* **** ** *** in *** *** *****, *** **** over ***** ***** ***** ** $* million. ** *** **** ** **** data ****** **** ******, **'* * couple $***,*** *** **** ** *** go *** *** *** ** *** edge **** ******, ***'** ***, $**,*** on **** *** ***** $***,*** ** capex. **, **'* **** ** **** about **** ***** **** ** ********* because ** ****** ** * *** differentiator **** * ******** *** *** proposition *** ******.
**** ********* ******* *** *** *****/**** sides *** ********** *** ******** ******* other ****, ****** ****** *-*** *******.
** ***** ** ***** **** ** ownership, *** ***** ***'** *********** **** the ******* ******* ** **** ** the ***** ***** ** **** *** the **** ***** ** *** ***** and, ** *****. ***'** *** ******* 10x *** **** ** ***** ** 3x ******* ****** *** *****.
****** **** ****** **** ***** *** is ***** ************:
"**** ** **** ** ************ ** direct **** ***************. *** *** **** to ** ** **** ***. *** can *** *** **** ***** ********** that ** *** **********. ** ** don't ******* *** *** ******** **** behind ********* **** ** **** *************. "
****** *** **** ******** ***** *** against ***/***, *** ***** ** ************ on *** **** ** ******. *******, comparing ** ********* ******* *** ******** uses ********* ******* *** ***********.
$200 ******* ** *******
****** **** **** **** **** *** raised ** ***** $*** ******* *** stated **** ***** ******* ** ******. Blaize's ***** ******** **** **** *** raised$** ******* ** *******$** ******* ** ****.
Funding ******** ** ***** ** ************
***** **** **** *** ******* ***** niche ** *********** *********, ******** ** 2 **** **** *****-******** ******** ********** designed *** ** ********* ************************. ********* ** ***** ********, **** of ***** **** ************* ****** ******* than ******,********* (~$*** ******* ***), ************ (~$* ******* ***).
*********
****** **** **** **** **** ~*** employees, **** **** *** ********* ** India, *** *** ********* ********* ** Northern **********, ***** ********, *** *** United *******.
****** **** **** **** *** ******** manufacturing ** ******, *****.
Ex-Calipsa ***/**-******** ** ** ***** *****
****** *** ********** ******* ***** ****** ** ** *****, who ******** ****** ** ******* ** Chief ******* ******* **** ******* **** - **** ****, *********** (*******)** ** ** ***** **** *** - *** ****.
*** ******* ** ****** ** ****** into ***** ************ ************.
Go ** ****** ********
******'* **-**-****** ******** ** ******* ** working **** ******** ************* *** ********* the ******** ******** ******** *** ******* verticals.
"** **** * ** ** ****** perspective, ** *** ***** *** *** we're ******* **** ******** *************, *** or ** ********. *** *** *** builder. ** ** ***** *** **** that *** *** ***** ** *** industry **** *** ******** ***** ******** to *** ******** ******** *** ******** industry ************,"
****** **** **** **** ** *** have *** ******* ***** ** ****** licensing ***** **********.
**'* * ********* **** ** ** to ******. **'** ******** **** ** sell *****, *** ******* *******. ** go **** * ********* **** ***** be * ********* *********. ********* ** the *** ******** *** *** ******** transaction, ** *** **** ** ** but ** ********* *** *** ******** that **** ********.
Blaize ** ******
****** ** ******** * "****-****" ** ******** *** users ** ******* ** ************. *** dashboard ** ********** ** *** ********* a **** ********* ** ******* ******** (ML) ****** ** ******* ** ************.
** ****** ** * ******* *** the ******* *********, ** *** *** the ****** *** **** ****** ****, C++ ****** ****** *** *** ******** applications ** **** *****. *** ***** of ** ********** *** ***** **** to ***** * ****** *********** *** do **** *** * ******** ***'* asking *** * ******* ******* ***. And **'* *** ********* ** *** market *****. ** ********** *** *** AI ****** ** ** ***** ****** types ** ************. **'** **** ******* to **** ******** ********* *** **** to *** ** ****** ** ********** their *** ***********.
***** ** ** ******** ***** **** Blaize ************* *** ** ******:
****** **** **** ** ****** ******* accurate ****** *** ***** **** ******* in **********, ************* **********, ********, *** uploading ** ******* *** ***** ** accuracy *****.
*** *** ******** ************* ****** **** data ******* ** **** *** ***** starts ** ***** *** ******** ************* retrain, ******, ****** *** *** **** device ******* ***** *** *********** **********. If *** ******** *****, **** *******. It's ******** ** **** **** *** can **** ** * **** ******* application ******* ** ****** ***** **** of * *** ** *** ****** that ********* ***** ** **** ****** by * **** ** *********, ** actually ** ****** * *************** ****** the **** ** *** ******* ******* this ******* ** ******** ******* ******* on ******* ** ******* ** **********, not *********** * *** ****** *** most ******** ***** *** **** **** about **. ****'* **% ** *** market ** ***** *****.
*******, ******* ******** **/** ******* ** experienced **** ********* *** *****, **** as ******* ****************, *** ************* *** a ***** ***** ********* ** ********* for ************, **************, *** **** *****. IPVM *** *** ****** ****** ** Studio, ** ** ****** ******* *** performance ** *********** ** ***** ********.
Not *******
****** **** **** **** ***** *** chips *** ** *** ******/**** ******* and *** ** *******:
** *** ** *** **** ****** right *** ********* ****** ****...***** ** us ** *** *** **** *** sit ****** *** ******* ***** ****** the ****** ** *** ********, ** can ** *****. *** **** ***, the ******* ******* **** ** **** are ** *** ***, ****** ** prem ** *** ****, ****** ** the ** *** ****** ****** ** in * **** ******.
*******, ****** **** **** **** *** be **** ** ******* *** *** focused ** **** **** *** ********** on *** **** ***** **** ******* that's ***** **** **** **** *** largest ******:
** ***** **** ** *** ****** but *** ******* ******* *** *** robustness ** **** ** *** ** at *** **** ** *** ******* than **** ***'* ** **** ** achieve ** * ****** *** *** some **** ** **** ******* ******** tons ** ***** ******* ***** ******* they're **** *********, *** **** **** have *** ****** *** ********* ***, or ****** ***** **** **** **** inside ****.
Intel **********
****** **** **** ***** *** ** complementary ** ***** ***** ******* ** servers *** ***** ** ******** **** into * *********** ***** **** ******* each *****.
***** *** **** ** **** **** the ********* ** **** *** ****** on ****** ***** *** ** ****. These ****** ***** ******** *** **** Intel ********** ** ****. ** ***** actually ******** ***** * ******* ** ours *** ** *** ******* ** a ******** ***** **** ***** **** in ***** ** ************. ****'* *** something ****'* ******* **** *** ***. They ******* ******, **** *******, ***** products ******* ***** ***. ** *'* not **** **** ********** **** ** necessarily *** ****. ***, **'* **** to *** * *********** ********** ** the ******** ******** ****.
NVIDIA ***** ******** *** ***** ********
****** **** *** ***** ******** ** training/developing ** ******, *** *** ** not ********* ** ******** ****** ** projects:
****** ** ******** *** *********. ** in ***** ** ***** ******** *** development, *** ***** **** ** ****** back *** ** ** ****. ** we're *** *********** ********** ****** ** the ******** ** * ***** ** many ****, * ***** ** *** be ************* ** ** ****** *** produce **** ****** ******* ** *** edge
******:***** ******* *** *** ** ****** ** of ******* ****, ** ***** ** his ********.