I think you're missing a fundamental reason: adding AI functionality into products is simply easier.
That is, these companies are largely not doing the hard part, which is creating and training these models in the first place. The examples you gave of of cloud and iPhone have both huge capital barriers to entry, and in iPhones case other phone companies just didn't have the unique design talent combination of Jobs and Ive.
That is, these companies are largely not doing the hard part, which is creating and training these models in the first place. The examples you gave of of cloud and iPhone have both huge capital barriers to entry, and in iPhones case other phone companies just didn't have the unique design talent combination of Jobs and Ive.