I imagine they’re just doing their best to adapt to a non-zero interest rate world.
The value of an enterprise is the sum total of its discounted future cash flows. If interest rates are at 0% then a dollar in 10 years from some pie in the sky AI is worth about the same as a dollar today. If interest rates are 10% for a risk free Treasury bond, then a risk free dollar in 10 years is worth about $0.38. You invest accordingly.