What is unique about them? What is smth they have nobody else can reproduce?

It looks here in EU most talks recently about souvereign AI and how to quit digital dependence on oversea providers, at least first attempts to decouple. Thus I wonder if is there a place for new serious competitors?

The AI tech itself is likely very liberating - it seems allow to reproduce anything digital with less efforts than ever before, so others may simply replicate your business quickly?