Yeah I feel like we are getting the crumbs for a future hardware announcement, like M4 ultra. They’ll announce it like “we are so happy to share our latest and greatest processor, a processor so powerful, we’ve been using it in our private AI cloud. We are pleased to announce the M4 Ultra”
It was speculated when the M4 was released only for the iPad Pro that it might be out of an internal need on Apple's part for the bulk of the chips being manufactured. This latest set of announcements gives substantial weight to that theory.