GPUs

Biren Technology

CN · Shanghai, China

Chinese GPU challenger. BR100 GPU, $2.7B funding, export restricted.

VeriSilicon

CN · Shanghai

Chinese semiconductor IP and custom chip company. Vivante GPU IP, ZSP DSP, VIP NPU cores. One-stop silicon platform for fabless companies.

Biren Technology

CN · Shanghai, China

Chinese GPU startup. BR100/BR104 chips competing with NVIDIA A100. Export restrictions impact.

BR166 GPU lineup. ~$2B valuation, Hong Kong IPO planned.

AMD

US · Santa Clara, CA

Radeon RDNA 4 GPUs, Instinct MI300X/MI325X for AI. ROCm software stack, 12% GPU market share.

Imagination Technologies

GB · Kings Langley

UK-based semiconductor IP company. PowerVR GPU and IMG NPU cores for mobile, automotive, and IoT. Powers Apple devices, MediaTek, and automotive systems.

Shanghai Tianshu Zhixin

CN · Shanghai, China

AI chip company focused on data center applications. Developing domestic alternatives to Western GPUs.

Biren Technology

CN · Shanghai

Chinese GPU startup developing high-performance GPUs for AI and data centers. BR100 GPU targets NVIDIA A100 competition. Major domestic alternative amid export controls.

Curtiss-Wright Defense

US · Davidson, NC

SOSA-aligned embedded computing for defense. VPX GPU modules with NVIDIA Blackwell delivering 100+ TFLOPS.

Moore Threads

CN · Beijing, China

Chinese GPU company. MTT S4000 for AI, domestic GPU alternative.

Founded by ex-Nvidia China GM. $1.1B Shanghai IPO planned, DeepSeek/Qwen compatible.

NVIDIA

US · Santa Clara, CA

GPU market leader (88% share). H100/H200/B100 Blackwell for AI, RTX 50 series, CUDA ecosystem dominance.

Moore Threads

CN · Beijing

Chinese GPU company founded by ex-NVIDIA executives. MTT S80 and S4000 GPUs for gaming, visualization, and AI. Building domestic GPU ecosystem in China.

Oxmiq Labs

US · San Jose, CA

GPU IP integrating scalar, vector, and tensor compute engines in modular architecture for custom chips.

CoreWeave

US · Roseland, NJ

GPU cloud provider. $23B valuation, NVIDIA-powered AI infrastructure.

Enflame

CN · Shanghai, China

Chinese AI chip startup. CloudBlazer chips for training and inference, domestic GPU alternative.

Iluvatar CoreX

CN · Shanghai

Chinese AI chip startup developing general-purpose GPUs and AI accelerators. Targeting data center AI training and inference markets with domestic alternatives.

Lambda Labs

US · San Francisco, CA

GPU cloud for AI. Deep learning workstations, cloud GPU clusters.

Intel Arc

US · Santa Clara, CA

Battlemage (Xe2) discrete GPUs - Arc B580/B570. Xe3 Celestial architecture finalized for 2027.