On Sunday, Nvidia chief Jensen Huang repeated 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 ceiling for growth is about supply rather than demand. He predicted Nvidia would see 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 dismissed claims of circular financing. He declared digital security the next frontier for AI. His comments helped push up South Korean security stocks.