On Sunday, Nvidia chief Jensen Huang repeated his prediction for AI data center growth. He said the industry can expect $4 trillion in spending. Demand is outstripping supply, he said, and Nvidia's growth limit is supply, not demand. He predicted Nvidia would post sales growth of 70 percent. He described the start of an AI infrastructure investment supercycle. Huang also backed CoreWeave and Nebius. He dismissed claims of circular financing. He declared cyber security the next frontier for AI. His comments boosted South Korean security stocks.