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This seems like the most plausible explanation. Only other thing I can think of is they want to develop their own CoPilot (which I’m guessing isn’t available in China due to the U.S. AI restrictions?), and they’re just using their existing infrastructure to gather training data.
I don’t understand the Scrum one. Scrum is also agile with short development cycles, and prioritizes communication with the product owners and stakeholders.
I’ve never heard of lean development, but not a fan of “lean manufacturing,” at least not the way it’s commonly implemented in the U.S. (using primarily temp workers so they can ramp up and down their workforce as needed; and it also exacerbates supply-chain problems).