Why not use a gpu. A lot of AI stuff is linear algebra: Multiply accumulate etc.
Also, inference is usually happy with int8s whereas graphics workloads are mostly float32s. So you can save a lot of hardware that way too.
I don't think it's wild speculation to say Apple is looking for efficiencies they may not have been able to get with GPUs especially performance-per-watt since so many of their devices are mobile focused