Makes sense. They just developed that visual AI for blind people, they have an AI neural networking chipset in their next HoloLens, they talked about their visual, audio and other AI apis at build 2017, and they mentioned the intelligence cloud, and opened Cortana skills to beta/demo access.
They've been talking a long time about conversation as a platform too.
Not too surprising for me, and hardly a change of direction. I mean who ISN'T focusing on AI at the moment? Apple, google and MSFT are all buying AI start-ups.
As far as the language in the vision statement, they basically mean the same thing.
The new language is simply more precise. They were talking about cloud and locally driven software services in both instances, via the intelligent edge. They were never talking about "windows 10 mobile" in their visions statement, that would be silly to have in a vision statement, they were talking about mobile devices in general. In just makes a lot more sense to talk about the edge, than it does about the target devices, the fact that the edge is cloud connected (which is implied anyway).
Non-news IMO.