>My guess is that they're angling for an acquisition.

This is what I've thought was going to happen ever since they publicized their efforts. They probably don't have the money to train large models themselves, might as well get a nice chunk of change by being acquired by someone who already has said large models running.

Ahh cf my comment above. The cost of failure at scale is too high for a major to just take a new architecture/mechanism and implement it, especially because a) most claims papers make aren't rigorously tested and b) plenty of things that work at one scale do not work at the scale on which the labs operate. If they want to get acquired, then they should show that they know what they're doing. Otherwise, it looks sketchy.