On Sunday, Nvidia chief Jensen Huang returned to his forecast for AI infrastructure expansion. He argued the industry is set for $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 sales growth of 70 percent. He described the start of an AI infrastructure investment supercycle. Huang also backed CoreWeave and Nebius. He dismissed claims of round-trip financing. He dubbed digital security the next frontier for AI. His comments boosted South Korean security stocks.