The Long Game Podcast
The Long Game Podcast
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Nvidia's $4.3T market cap: Why the U.S. can’t afford to sell to China

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December 24, 2025

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Jake Sullivan argues in the latest episode of The Long Game: In 2022, Nvidia’s market cap was $300B. Now it’s $4.3T. With demand still outpacing supply, selling to China makes no sense.

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Nvidia's $4.3T market capJake SullivanThe Long Game InB NowT With

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