Alternatively, maybe Alphabet actually came to understand that while it would have been a pointless waste of time to flush money away on AR and VR in the manner of Apple and Meta, AI use cases and work on stuff like like Gemini streaming and Project Astra (both prominently highlighted yesterday) convinced them that AR might actually have some general use in the future.
So they decided to put some more effort and attention behind this rather than, say, shutting it down to invest more in AI, or simply keeping it on a back burner as tech portfolio hedge.
Sometimes corporate communications actually contain a bit of meaning, as shocking as that might seem.