I think you would need to take a fine tooth comb to the definitions here. I could see a few different options emerge for non-Nvidia software including

- Cloud providers wishing to provide lower CapEx solutions in exchange for increased OpeX and margin. - Large Nvidia customers forming a foundation to shepherd Open implementations of common technology components

From a free market perspective both forms of transaction would be viable and incentivized, but neither option necessarily leads to an open implementation.