On Sunday, Nvidia chief Jensen Huang returned to his forecast for AI infrastructure expansion. He argued the industry can expect $4 trillion in spending. Demand is outpacing supply, he said, and Nvidia's growth limit is about supply rather than demand. He predicted Nvidia would post sales growth of 70 percent. He described an AI infrastructure investment supercycle in its early stages. Huang also endorsed CoreWeave and Nebius. He dismissed claims of financing circularity. He called cybersecurity the next frontier for AI. His comments lifted South Korean security stocks.