I think it's an incredibly tall order to get into the GPU game for a startup, but it should be good entertainment if nothing else.
Sounds like hype
I think there are quite a few constraints you are glossing over here.
That said, it's understandable that companies are sticking with whatever works for now, but occasionally you get an immensely cool project that attempts to do something differently, like Intel's Larrabee did, for example.
https://www.tomshardware.com/pc-components/dram/nvidia-repor...
The CEO of SK Hynix have confirmed that it is in the works:
https://www.mk.co.kr/en/it/11245259
And big companies have started to analyze it, to figure out how it will fit into their domain:
https://x.com/Jukanlosreve/status/1892916771692421228?t=3ikB...
That said, it's cool that you can even get an L4 with 24 GB of VRAM that actually performs okay, yet is passively cooled and consumes like 70W, at that point you can throw a bunch of them into a chassis and if you haven't bankrupted yourself by then, they're pretty good.
I did try them out on Scaleway, the pricing isn't even that exorbitant, using consumer GPUs for LLM use cases doesn't quite hit the same since.