Well, not an unexpected development, but nevertheless a very welcome one. :) It makes perfect sense, too, though performance is still an issue (even simple HTLM5 games are currently sluggish on my iPad2 with iOS 5.1).
There's also this in the article:
"Appcelerator asked if HTML5 was going to be a component of people's apps in 2012, and 79 percent it was. But only 6 percent plan to make all-out Web app that runs in a browser; a much larger 72 percent plan a hybrid approach that wraps native interface elements around an app that relies on a browser engine behind the scenes."
It's still a great trend for us HTML5 enthusiasts. .)