On Sunday, Nvidia chief Jensen Huang repeated his forecast for AI data center growth. He said the industry is set for $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 deliver sales growth of 70 percent. He described the start of an AI infrastructure investment supercycle. Huang also threw his weight behind CoreWeave and Nebius. He pushed back on claims of circular financing. He called cyber security the next frontier for AI. His comments lifted South Korean security stocks.