I'd expect that their business strategy is to compete in more markets, and if successful, they can capture more value. This is the "easiest" for them as they already have GPUs, a training environment etc. For that platform it's not the worst if there's an internal customer team that can help shape the future and provide immediate feedback, and if it results in a good model, even better.
Other things I'd not be surprised they offer in the future in the same vein: A multi-model harness, coding agent (cloud and local), and maybe at a later point in time even a CPU-only cloud compute product.
It's unclear if they can do this systematically and it's unclear if they can do it better than others. But, lots of things are unclear in AI at the moment, this doesn't seem outrageous on the surface. And, it could just be marketing. And it could be the first option with the backup of the second.