SPHERE AX, a specialist in Vision AI and Edge AI Computing, and Blaize Holdings, Inc., a U.S.-based AI semiconductor company listed on Nasdaq (BZAI, BZAIW), have signed a strategic memorandum of understanding (MOU) to jointly develop and commercialize AI semiconductor-based products. The agreement aims to establish a leading position in the global Physical AI market.
Signing Ceremony at the National Assembly
The MOU was signed prior to the "Policy Roundtable for Korea-U.S. Physical AI Cooperation and the Creation of an AI Industry Innovation Ecosystem" held at South Korea's National Assembly. The ceremony took place amid ongoing discussions to strengthen national competitiveness in the AI semiconductor industry and expand global technology cooperation.
Scope of Collaboration
Through this partnership, the two companies plan to explore a collaborative framework covering joint research and development in Edge AI Computing, potential commercialization of AI semiconductor-based solutions, business development across target industries, and joint business development for domestic and overseas customers. A key aspect of the cooperation is building a Korea-based AI product that connects overseas core semiconductor technology with domestic productization for global supply.
Next-Generation Physical AI Solutions
Blaize and SPHERE AX intend to develop a next-generation physical AI solution for the global market by combining Blaize's AI semiconductor technology, optimized for physical AI, with SPHERE AX's core software expertise, including its vision AI. The jointly developed solution is expected to be applied across various sectors, including smart cities, smart factories, industrial safety, security, robotics, and mobility, marking a meaningful step in Korea-U.S. cooperation in the physical AI sector.
Long-Term Goals and Government Alignment
Beginning with this strategic partnership, the partners aim to establish an AI semiconductor-based product development and production system in Korea. They intend to actively contribute to strengthening Korea's AI industry competitiveness and expand the global supply chain by linking their efforts with the government's AI semiconductor industry promotion policies and Korea's advanced manufacturing industries. Blaize recognized SPHERE AX's technology capabilities and growth potential in the Korean market, and both companies plan to build their collaboration over the long term.
Executive Statements
Yunha Park, CEO of SPHERE AX, stated, "This cooperation will be more than a simple technology alliance. It will be the first step toward developing and producing actual commercial AI products in Korea based on globally competitive AI semiconductor technology." Park added, "We will continue to expand various global businesses so that Korea can grow into a key production hub in the global Edge AI market."
Dinakar Munagala, CEO of Blaize, stated, "Korea is a strategically important market, combining global technology leadership with the speed to bring new AI solutions to market." Munagala added, "Through our partnership with SPHERE AX, we'll create new growth opportunities and expand the reach of our platform from Asia into the global market."
Company Backgrounds
SPHERE AX specializes in Vision AI and Edge AI Computing, providing solutions in Automotive, Robotics, Smart Factory, and Industrial Safety AI based on its proprietary AI video analytics technology.
Blaize Holdings, Inc. is an AI semiconductor company headquartered in El Dorado Hills, California, with a global presence. It delivers a programmable AI platform purpose-built for AI inference in real-world environments. Its Hybrid AI architecture combines the proprietary Blaize GSP (Graph Streaming Processor) with GPU-based infrastructure, enabling AI workloads to run across edge, cloud, and data center. Blaize's solutions support computer vision, multimodal AI, and sensor-driven applications across smart cities, industrial automation, telecommunications, retail, logistics, and mission-critical operations.
This press release contains forward-looking statements regarding the MOU and potential outcomes. Actual results may differ materially due to risks detailed in Blaize's SEC filings.
