On Sunday, Nvidia chief Jensen Huang reiterated his forecast for AI infrastructure expansion. He said the industry is set for $4 trillion in spending. Demand is outstripping supply, he said, and Nvidia's growth limit is supply, not demand. He predicted Nvidia would post revenue growth of 70 percent. He described an AI infrastructure investment supercycle in its early stages. Huang also endorsed CoreWeave and Nebius. He rejected claims of circular financing. He called cybersecurity a front line of AI growth. His comments boosted South Korean security stocks.