When I discovered ESPs, the Arduino app seemed the only viable route but I found Platformio had a good solution.
All in all Arduino seems like an inspiration, without ever having been useful!
I can't think of any other reasons for them to be interested in a retail-facing company, with mostly educational products, like Arduino.
Honestly that's so far way from their usual stuff I'm expecting to find an "Our Incredible Arduino journey" blog post in a few years from now.
Qualcomm is interested in Arduino brand to compete with Broadcom Raspberry pi. Someone finally noticed how all those pis lead to BCM* design wins.