On Sunday, Nvidia chief Jensen Huang returned to his forecast for AI infrastructure expansion. He said the industry will see $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 see top-line growth of 70 percent. He described an AI infrastructure investment supercycle in its early stages. Huang also backed CoreWeave and Nebius. He dismissed claims of round-trip financing. He declared cybersecurity AI's next frontier. His comments boosted South Korean security stocks.