en.Wedoany.com Reported - SPHERE AX and Blaize Holdings have signed a strategic memorandum of understanding to jointly develop AI semiconductor products for the global physical AI market and drive their commercialization. SPHERE AX is a company specializing in visual AI and edge AI computing, while Blaize Holdings (NASDAQ: BZAI, BZAIW) is a global AI semiconductor company headquartered in El Dorado Hills, California, USA. The signing ceremony took place ahead of the "Korea-US Physical AI Cooperation and AI Industry Innovation Ecosystem Building Policy Roundtable" held at the National Assembly of South Korea, coinciding with discussions between South Korea and the US on how to enhance national competitiveness in the AI semiconductor industry and expand global technology cooperation.

Under the agreement, the two companies will explore a cooperation framework in multiple areas, including joint R&D in edge AI computing, commercialization of AI semiconductor solutions, business expansion in target industries, and joint business development with domestic and international customers. Based on this, they plan to build an AI product ecosystem in South Korea that combines overseas core semiconductor technology with domestic productization for global supply. Blaize will provide AI semiconductor technology optimized for physical AI, while SPHERE AX will contribute its core software expertise in areas such as visual AI, jointly developing next-generation physical AI solutions for the global market. These jointly developed solutions are expected to be applied in fields such as smart cities, smart factories, industrial safety, security, robotics, and mobility.

SPHERE AX CEO Park Yun-ha stated that this partnership is not merely a technical alliance but the first step toward developing and manufacturing commercially viable AI products in South Korea using globally competitive AI semiconductor technology, and the company is committed to making South Korea a key production hub for the global edge AI market. Blaize CEO Dinakar Munagala noted that South Korea combines global technology leadership with the speed to bring new AI solutions to market, and through collaboration with SPHERE AX, new growth opportunities will be created, expanding Blaize's platform from Asia to the global market. Blaize Holdings is a global AI semiconductor company offering a programmable AI platform, with its hybrid AI architecture combining proprietary Blaize GSP (Graphic Stream Processor) with GPU-based infrastructure. SPHERE AX, based on its proprietary AI video analysis technology, provides solutions for automotive, robotics, smart factory, and industrial safety AI sectors.

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