Sure, but you wouldn't just say "Oh they are a Postgres" company because they use that specific database somewhere in the stack.

Only in certain bubbles, which certain people have trouble realising they're in

That's just different customer personas for marketing reasons, just like Vercel has "Build and deploy on the AI Cloud" as their main tag line on the landing page. It doesn't mean they are an "AI company".

I think it's just to get the AI keyword in there.