This is an interesting move, especially the timing seems funny to me. Microsoft, who run that board let's be real, just finished a big developer's conference called Ignite. Every session was focused on the use of MS "AI" (called Copilot now) in various aspects of development.
A big push was using their studio tools to generate new front ends and capabilities targeted specifically at your customers, and using their "AI" tools to generate content and interactions with customers. It goes far enough that they're basically asking businesses to hand over decision making power to the MS algorithms.
So in that light, MS pushing big to become THE infrastructure that underlies AI-controlled businesses, maybe Altman and co were too mouthy about their idealist directions that AI should go in? Or maybe they oversold the capabilities of their software and now that MS is staking big on it, they want to see results?