Neither. They basically see Rust as the future. They want to be able to attract young contributors and to hire young employees who are excited about Rust and who want the safety features. Bear in mind, the average age of the Linux developer is increasing. They also see technical benefits in Rust. And they are increasing test coverage of both the Rust tools and the tools written in C, IIRC.
In reality, I think it much more about taking more control over parts of the ecosystem - the license change is part of it, but also getting rid of the old stubborn communities and maintainers.
There is a reason all FOSS OS alternatives for embedded systems like Zephyr, NuttX, FreeRTOS, IDF, Arduino,... are not GPL based, while Google has purged Android and ChromeOS from it, with the Linux kernel being the only GPL piece left.
