The Economic Times·2025-11-03 10:32Core Insights - The article discusses the potential for certain technology companies to replicate Nvidia's extraordinary growth, highlighting the debate among analysts regarding this possibility [1][4][13] - ChatGPT identified five companies—AMD, ASML, Broadcom, TSMC, and Oracle—as potential candidates for high growth, based on their relevance to AI, semiconductor design, and data infrastructure [2][14] Company Analysis - Nvidia's revenue has surged to approximately USD 130 billion over the last five years, marking an increase of over 1,000 percent, with a market capitalization exceeding USD 5 trillion [7][10] - The company's strategic positioning of GPUs as essential hardware for AI applications has allowed it to dominate the high-performance computing market [6][10] - Recent investments by Nvidia include a USD 1 billion stake in Nokia and a USD 5 billion collaboration with Intel, indicating a diversification strategy beyond graphics chips [9][10] Industry Context - The AI and semiconductor sectors are experiencing significant growth, with Nvidia's success serving as a benchmark for other companies [15] - Analysts caution that being in the same industry does not guarantee similar success, emphasizing the unique timing and vision that contributed to Nvidia's rise [4][13] - The "Nvidia effect" is influencing equity markets, prompting investors to seek smaller firms that may replicate Nvidia's growth trajectory [10][12]