This might be a great way for them to strengthen their model through federated learning.
The general understanding of how it works is surprisingly easy though, you can find the paper here https://arxiv.org/abs/2002.06440
Compensation could be of the form "we get a cheaper rate from Google" or even "this is the only form in which the service is offered" or perhaps "we aren't big enough to qualify for the fully airgapped offering".