Are they seeing a worthwhile niche for the tinkerers (or businesses?) who want to run local LLMs with middling performance but still need full set of GPIOs in a small package? Maybe. But maybe this is just Raspberry jumping on the bandwagon.
I don't blame them for looking to expand into new segments, the business needs to survive. But these efforts just look a bit aimless to me. I "blame" them for not having another "Raspberry Pi moment".
P.S. I can maybe see Frigate and similar solutions driving the adoption for these, like they boosted Coral TPU sales. Not sure if that's enough of a push to make it successful. The hat just doesn't have any of the unique value proposition that kickstarted the Raspberry wave.