On Sunday, Nvidia chief Jensen Huang reiterated his forecast for AI infrastructure expansion. He said the industry will see $4 trillion in spending. Demand is outstripping supply, he said, and Nvidia's capacity constraint is supply constraints, not demand. He predicted Nvidia would deliver top-line growth of 70 percent. He described the beginning of a supercycle in AI infrastructure investment. Huang also endorsed CoreWeave and Nebius. He dismissed claims of round-trip financing. He dubbed cyber security a front line of AI growth. His comments boosted South Korean security stocks.