AI analysis of emails goes far beyond traditional keyword scanning. It can not only identify topics but also infer user relationships, emotions, plans, and other life details. For example, AI might learn from emails that a user is planning a trip, buying a home, or dealing with health issues. If used for ad targeting, this information would be far more precise than any previous method.
Google currently claims it does not use these insights for ads, but the technical capability is already in place. Once policy changes, the ad system could immediately leverage this data. Users have little technical means to prevent AI from analyzing email content, as AI features are provided as part of Gmail's service.