I think that those can both be correct, and they were just being a little slippery with their language. During the talk they tried pretty hard to focus on saying their compute engine would pick the best hardware to run on... and I suppose if the GPU has terrible performance for eager mode, then the CPU would be the best.
However I find that quite disappointing. I hope there’s significant upgrades coming down the pipeline for when they start releasing more powerful Apple silicon based devices.
Please note that in eager mode, ML Compute will use the CPU.