I find this unlikely... IMO I think they are hedging in both directions.
Personally I like the idea of local AI. open source models that you an control, decide, and use smartly, sort your things etc... and not pay an absurd cost or link up.
Personally I think MS is actually betting on the opposite. IE they had a prototype windows that was basically just an AI prompt, no start menu etc... and applications just "streamed".
IMO I think that's more of the goal, use the data center buildout to drive up hardware prices, until people cannot afford a basic PC. Sell thin clients... then sell us "access" to compute in a form where we own nothing, but pay by the processes used etc...