the hardware, I've heard many speculate, is for collecting data needed to power embodied AI (actual robots).
so far, US-based "AI" has focused largely on LLMs and disembodied "intelligence". this is just interacting with screens. but getting their proprietary AI models into a real body that moves in the real world (using motors, balance, gyroscopes, accelerometers) will require a ton of training data.
might be bullshit. who knows. either way the goals of AI companies is all the same imo: create perfect slaves to replace workers.