China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit homegrown chips as Nvidia and AMD exit market
Biren Technology shows unprecedented shipments growth in 1H 2026 as competition from AMD and Nvidia vanishes (at least officially).
China-based AI accelerator manufacturer Biren Technology reported a staggering 2,000% year-over-year revenue surge in the first half of 2026, driven by a surge in non-Nvidia AI processor sales, according to Jon Peddie Research. The company's revenue skyrocketed from around $8.665 million in H1 2025 to $183.9 million in H1 2026, while its gross profit climbed to $78.552 million, and gross margin rose to 42.7%.
However, Biren still incurred a $56.2 million loss, mainly due to its ongoing investment in new products like AI accelerators, rack-scale solutions, and software. Biren's market share of AI accelerators in China stood at less than 3% in 2025, as per TrendForce, with the company's total sales reaching $154.17 million for the year.
Biren has developed several high-end AI GPUs, including the BR106, BR110, and BR166, and is currently working on the BR20X, BR30X, and BR31X models. The company has also developed its own software stack, Birensupa, to compete with Nvidia's CUDA and is developing rack-scale solutions. Despite the impressive revenue growth, Biren's actual market presence remains minuscule compared to Nvidia's 2.2 million AI accelerators shipped in the first half of 2025.
For Biren to compete with larger Chinese AI accelerator vendors like Huawei, Kunlunxin, and Cambricon, it must secure sufficient manufacturing capacity from suppliers like SMIC and significantly increase its market share.
Written by urgent.news from Tom's Hardware's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
