D.A. Davidson的分析师吉尔·卢里亚在一份报告中指出，英伟达与微软最有可能引领人工智能向开源模式的转变。卢里亚认为，这两家公司均受益于其模型无关的技术路线，并已展现出对开源生态的某种倾向。
另一方面，Meta Platforms, Inc.则可能调整其战略重心，从开发自有专有模型转向投身开源工作。卢里亚推测：“一旦Meta承认在尖端模型竞赛中落败，它很可能会回归本源，通过开源方式重新成为推动人工智能进步的关键贡献者。”
此外，卢里亚也看好亚马逊、Palantir以及美光科技将从开源转型趋势中获益。
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