China AI accelerator supplier Biren Technology Revenue will grow significantly in the first half of 2026, with an annual increase of nearly 2,000%. Due to U.S. export controls and China’s ban on U.S. artificial intelligence equipment, U.S. companies led by Nvidia stopped supplying artificial intelligence GPUs to China, and sales began to surge in the second half of 2025.
Image source: Biren Technology
Biren’s revenue in the first half of the year was US$183.9 million, an increase of 1,998% from US$8.665 million in the same period in 2025. The company’s gross profit increased to US$78.552 million, with profitability reaching 42.7%. However, the company recorded a loss of $56.2 million due to investments in new products, including artificial intelligence accelerators, rack-mount solutions with optical interconnects and software. Biren’s revenue growth began in the second half of 2025, with year-end sales reaching US$154.17 million. The company’s share of China’s AI accelerator market remains below 3%.
Judging from the above characteristics, Biren Technology is ready compete Solutions from AMD and Nvidia. The company has developed at least three high-performance GPUs for AI – the BR106, BR110 and BR166. The BR20X, BR30X and BR31X series of accelerators are currently under development. In addition, Biren has created its own Birensupa software stack designed to compete with the Nvidia CUDA platform and is developing a rack-scale solution.
Until recently, China’s demand for domestic AI accelerators was relatively low because even stripped-down versions of Nvidia’s cutting-edge AI GPUs offer higher performance and better software. Nvidia’s H20 accelerators sell for $12,000 to $15,000 each in China. The company managed to supply around 2.2 million such devices to the country before US export restrictions came into effect in May 2025. Biren will deliver no more than tens of thousands of AI accelerators throughout 2025. Even today, Biren shipments are minuscule compared to Nvidia’s 2025 numbers.
Biren’s improved financial performance is impressive, but it comes against the backdrop of an extremely low baseline for the first half of 2025. Now the company must produce enough accelerators to meet customer demand and significantly increase market share. Much depends on whether Biren can secure enough capacity at SMIC or other manufacturers to compete with larger Chinese companies such as Huawei, Kunlun Xin and Cambrian.
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