On Sunday, Nvidia chief Jensen Huang reiterated his forecast for AI infrastructure expansion. He argued the industry can expect $4 trillion in spending. Demand is running well ahead of supply, he said, and Nvidia's growth limit is about supply rather than demand. He predicted Nvidia would deliver top-line growth of 70 percent. He described the start of an AI infrastructure investment supercycle. Huang also threw his weight behind CoreWeave and Nebius. He rejected claims of round-trip financing. He declared digital security the next frontier for AI. His comments boosted South Korean security stocks.