It's not 100% clear to me, but supposedly it was just access to Antigravity that was shut off.

If people lost access to their whole accounts that would be a major crisis for Google users. But it doesn't seem that that was actually the case.

This doesn't make it super clear, but, the submission from a week ago when bans got handed out: https://news.ycombinator.com/item?id=47115805