It all kind of makes sense if you look at it from an investors' perspective, which is the only one that really matters to CEOs. You can do whatever you want, but unless a company is an AI company, you can't reach a stratospheric PE ratio and your stock stays "low." You convince investors that you are an AI-first company, and your stock can break free of its shackles and reach its full potential!
All for the relatively cheap price of slapping two letters on everything, AI.