They've been doing hardware stuff as well. Both "consumer facing" bs like wearables / portables, but also more importantly chips for inference.

Having a good model is one thing, being able to serve that model at good speeds and match demand is another. See Anthropic ~6months ago. Or Moonshot, they've already suspended subscriptions to their coding plans, because they can't meet demand.

Didn't the Apple lawsuit throw a monkey wrench into their hardware plans?