You have to understand the people in the article are execs from the chip EDA (Electronic Design Automation) industry. It's full of dinosaurs who have resisted innovation for the past 30 years. Of course they're going to be blowing hot air about how they're "embracing AI". It's a threat to their business model.

I'm a little biased though since I work in chip design and I maintain an open source EDA project.

I agree with their take for the most part, but it's really nothing insightful or different than what people have been saying for a while now.