It makes total sense. You here assume that this is only driven by Google. Once you include state actors, suddenly it makes sense.

They gather more data now. Only verified users will be able to use the internet in unrestricted ways - that is what is new.

When there is a clear motivation to protect a $50B/year revenue stream, that seems to be the more likely explanation.

If it appeals to politicians who view "protect the children" and surveillance positively, that is a bonus.