If there is a niche that is at the intersection of multiple specialties, and it includes GPU acceleration, there is a good chance it is ripe for a startup to get an early mover advantage. Eg, real-time foundation models for audio around non-english/non-chinese that works small & offline in cars.

Unfortunately, Nvidia has a culture of open sourcing all CUDA code, so if any startup shows something works commercially, Nvidia will rewrite, likely ultimately better, and give away for free, so more companies will do it and buy more GPUs.