This is pretty much a “all Tech companies have to jump on the AI hype train” pressure on publicly traded companies and those who need lots of investor money, and little if at all customer pressure.

All investors want their money to be in the same place as those who invested in Google before it made it big, and the AI hype promises exactly that to the “winners” of the AI race.

Customer needs and demands are well below secondary to investor pressure, especially for companies which have dominant market positions (so general customers have no decent alternatives) and startups whose entire business model is AI.