On Sunday, Nvidia chief Jensen Huang reiterated his prediction for AI data center growth. He said the industry can expect $4 trillion in spending. Demand is outpacing supply, he said, and Nvidia's capacity constraint is about supply rather than demand. He predicted Nvidia would see top-line growth of 70 percent. He described the start of an AI infrastructure investment supercycle. Huang also backed CoreWeave and Nebius. He dismissed claims of round-trip financing. He called cyber security AI's next frontier. His comments lifted South Korean security stocks.