All these large tech advertising companies like Google and Facebook talk about huge untapped emerging markets, about moving internationally. Yet these emerging markets lack a very critical component: infrastructure. Yeah, great you want to expand the reach of your ads to new countries but most of those developing countries(3 billion people) still use feature phones and mostly with voice/text.

So why would they wait for the infrastructure to be built?

Google can fly a fleet of autonomous, artificially intelligent, solar powered mesh-connected internet drones across a wide geographic area(wider than what traditional telecoms can offer) offering faster(albeit likely slower compared to developed markets) and cheap internet. It'll practically run itself. They then can turn around and license these drones to the governments of those same developing markets where internet maybe slow or nonexistent or too costly to build in traditional ways(laying pipe, etc).

It's brilliant and potentially a huge money maker due to their, again, first-mover advantage. Facebook had it but blew their cash on da Rift.