On Sunday, Nvidia chief Jensen Huang returned to his prediction for the buildout of AI infrastructure. He told investors the industry will see $4 trillion in spending. Demand is outstripping supply, he said, and Nvidia's capacity constraint is about supply rather than demand. He predicted Nvidia would post top-line growth of 70 percent. He described the start of an AI infrastructure investment supercycle. Huang also endorsed CoreWeave and Nebius. He dismissed claims of financing circularity. He declared digital security the next frontier for AI. His comments boosted South Korean security stocks.