The next big company will be...

...the one that will mass produce a cheap device (sub $1000) able to run current sota models at a decent speed.

for that to happen, obviously RAM has to be cheaper, models need to be more efficient and CPUs have to change. It will take time. But as in the 70s/80s computers were huge and expensive mainframes only big companies had, today we are in the same situation.
Fortunately progress happens faster now, so it won't take 30 years to get affordable "home computers". Probably 10, hopefully less.
It's encouraging that today to run the latest qwen 27B you can spend less than $3000. But still...