Ivana Delevska says Nvidia’s AI chip share could drop from over 80% in 2023-2025 to under 40% of 2026 orders. She also cited Jensen Huang’s warning of an avalan

BWB News TV • 2026-11-13 16:11 UTC • By Billy Odell Tucker-Robinson

Ivana Delevska says Nvidia’s AI chip share could drop from over 80% in 2023-2025 to under 40% of 2026 orders. She also cited Jensen Huang’s warning of an avalanche of excess wafers and memory.

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