On Sunday, Nvidia chief Jensen Huang repeated his forecast for AI data center growth. He told investors the industry is set for $4 trillion in spending. Demand is outstripping supply, he said, and Nvidia's growth limit is supply constraints, not demand. He predicted Nvidia would see sales growth of 70 percent. He described an AI infrastructure investment supercycle in its early stages. Huang also backed CoreWeave and Nebius. He pushed back on claims of circular financing. He declared digital security AI's next frontier. His comments helped push up South Korean security stocks.