I really don't understand what their endgame is here. AI Search can't be good for their ads business, because by its very nature it bypasses most of the ads. Why would I spend money on Google ads anymore if it doesn't drive traffic to my web site?
There's no such thing as "the nature of AI Search", our current understanding and hope for what it should be is being projected, but as long as there's attention, ads can be there.
The endgame is to increasing the organic look of the results. AI Search makes that possibly even though it is not reliable. Also, Google is probably under immerse pressure to "add AI" into to its products.
AI Everywhere is the new Everyone Can Code.
You noticed how no one talks about code bootcamps? LLM bootcamps will soon be popping all over the interwebz.
I wouldn't doubt that's the goal, though it seems risky. There's a fair chance the LLM could hallucinate details about your product and lead to it falsely advertising. Given Gemini's history recommending people eat glue, among other things, I wouldn't trust it with that responsibility.