--- title: "NVIDIA Grace Blackwell system is in short supply! Wedbush sets a target price of $330 and names a memory stock" type: "News" locale: "en" url: "https://longbridge.com/en/news/289075436.md" description: "Wedbush's report indicates that the demand for NVIDIA's Grace Blackwell system (GB300/B300) is surging and supply is tight, reflecting a demand growth that exceeds expectations. Despite being affected by memory bottlenecks, NVIDIA has secured DRAM/HBM supply for 2026-2027, leading in supply chain arrangements. Analysts suggest paying attention to Everpure, believing it will benefit from the price increases in NAND/DRAM and its cost advantages, making it a quality target for participating in the storage price increase trend" datetime: "2026-06-08T15:12:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289075436.md) - [en](https://longbridge.com/en/news/289075436.md) - [zh-HK](https://longbridge.com/zh-HK/news/289075436.md) --- # NVIDIA Grace Blackwell system is in short supply! Wedbush sets a target price of $330 and names a memory stock According to the latest report from Wedbush Securities, NVIDIA (NVDA.US)'s Grace Blackwell system, including the GB300 and B300 models, continues to face high demand, with multiple customers reporting increasing difficulty in procuring these products. Analysts Matt Bryson and Antoine Legault stated in an investor report released on Monday: "Since the release of Ampere and Hopper, we have not seen supply tightness at such a late stage in the NVIDIA accelerator cycle. This indicates to us that the pace of demand increase is faster than previously expected." Although supply constraints, particularly in memory bottlenecks, remain the main reason for shortages, Wedbush pointed out that NVIDIA is currently in the most advantageous position in the supply chain across the entire technology ecosystem. NVIDIA has secured DRAM and HBM supplies for 2026 ahead of its competitors and is likely to have completed procurement arrangements for 2027 in advance. Bryson added: "We are not suggesting that NVIDIA's peers or customers do not have future supply commitments, but we believe that any other chip design companies, cloud service providers (CSPs), OEMs, etc., will face at least the same or even greater challenges in securing incremental components to meet unexpected demand." In the memory sector, Wedbush believes that Everpure (P.US) may be one of the best targets for investors to participate in the ongoing price increase of NAND and DRAM. Bryson noted: "Current NAND pricing has risen by 70%, and it is expected to rise further within the year. If this outlook translates into revenue, it means that sales momentum will continue to improve throughout the year, which contrasts sharply with the guidance from the company's management. Moreover, considering that Everpure uses less NAND compared to its peers, has lower NAND costs, and uses less DRAM per storage unit, we believe its favorable positioning in a rising commodity environment makes its outlook more reasonable." Wedbush has given NVIDIA and Everpure an "Outperform" rating, with target prices of $330 and $105, respectively ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [P.US](https://longbridge.com/en/quote/P.US.md) - [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Why did Micron stock bounce back today?](https://longbridge.com/en/news/289078520.md) - [Nvidia Is the 'King of Diversity,' Says 5-Star Bank of America Analyst amid Unprecedented Chip Squeeze](https://longbridge.com/en/news/289053221.md) - [ANALYSIS-Nvidia's AI PC push banks on unproven demand beyond niche users](https://longbridge.com/en/news/289042406.md) - [Is The AI Bubble About To Burst? 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