Whenever there is a market fad/phenomena with low or no barriers and a flood of entrants—the best strategy is often: Be the arms dealer. The lowest profile players in high-profile, low-barrier industries are almost always the most profitable. Don't sell wine, sell barrels. Don't make movies, create animation software. Don't own restaurants, build the restaurant supply company. I ALWAYS KNEW IT!
And similarily, NVIDIA really profitted a lot from the deep learning boom by selling all those GPUs to datacenters at a high cost...