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Ivana Delevska: Nvidia share seen dropping below 40 percent in 2026 orders

Ivana Delevska: Nvidia share seen dropping below 40 percent in 2026 orders
Nvidia share could drop under 40 percent

Nvidia is projected to see its market share decrease from over 80 percent in 2023–2025 to below 40 percent in 2026 orders. Ivana Delevska provided this assessment, adding that by 2030, most closed AI models are expected to be custom, while the majority of open models may originate from China.

Delevska also cited Nvidia CEO Jensen Huang, who warned that excess chip wafers and memory were coming at Nvidia like an 'avalanche.'

Delevska has previously tracked major shifts among AI players. She reported that Anthropic set its IPO price range at $70 to $78 per share, valuing the company up to $1.405 trillion. In an earlier filing, Anthropic disclosed 31x quarterly revenue growth from $376 million in Q1 2025 to $11.6 billion in Q2 2026.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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