On Sunday, Nvidia chief Jensen Huang repeated his outlook for AI infrastructure expansion. He told investors the industry is set for $4 trillion in spending. Demand is outpacing supply, he said, and Nvidia's growth limit is supply constraints, not demand. He predicted Nvidia would deliver 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 round-trip financing. He declared cyber security the next frontier for AI. His comments boosted South Korean security stocks.