I disagree.

Apple is selling hardware and scaling AI by utilizing it is simply a smart move.

Instead of building huge GPU clusters, having to deal with NVIDIA for GOUs (Apple kicked NVIDIA out years ago because of disagreements), Apple is building mainly on existing hardware.

This is in other terms utilizing CPU power.

On the other hand this helps their marketing keeping high price points when Apple now is going to differentiate their COU power and therefore hardware prices over AI functionality correlating with CPU power. This is also consistent with Apple stopping the MHz comparisons years ago.