Nvidia Confirms 15%+ Price Hike on Vera Rubin/Grace Blackwell

Confirmed via server maker notifications to hyperscalers and Bloomberg/Dan Ives. Driven by memory cost pressures. Raymond James analyst calls 15% hike reasonable; KeyBanc, Rosenblatt, Cantor Fitzgerald reiterate strong buy with $325-$350 targets. Reinforces pricing power but adds margin scrutiny ahead of earnings. Micron seen as potential beneficiary via HBM4. Wedbush reiterates supply constraints as key driver.