They are planning on moving more into the space.

I get the sense this was about the China topic though, and that the AI mention is mostly in the story to get clicks.

It's almost certainly because of a disagreement over criticizing China. The Chinese government is extremely sensitive to what westerners would consider even mild criticism and reacts harshly and swiftly, and Apple's hands are tied because their supply chain is still deeply embedded there for years to come.

What didn’t you like about it? I do think he was a little rusty in the first couple but the interviews were exquisite imho