As Ravi said - SF is trying to capitalize on its captured market. The reality is that MSFT and Amazon Machine Learning environments are miles ahead of the other vendors who basically are Hadoops providers where you still have to hire yourself a PhD ML data scientist.
None of it is specific to IoT really. the only IoT portion is the introduction of a streamed data store - but again here Google, AWS and MSFT are literally years ahead. So. its a smart play by SF.. and SF is fighting hard to stay competitive with the Big Three
Everyone else is playing a niche vendor game