It's the only thing that makes sense for a lot of these companies to survive to any long term when open models keep nipping at their heels for pennies on the dollar.
No, I'm assuming that the open models won't/can't and will be banned from a lot tons of use cases that will mandate use of the large frontier shops in order to comply with said regulations.
The theory is that open models cannot follow regulations and will therefore be banned or not eligible for many of the large contracts that the frontier labs will win.