It applies to anything Google releases based on Android without pushing tags to AOSP for that fork of the code. It isn't a limited set of products but rather everything they make based on it. It applies to Android Wear, Android TV, Pixel phones and anything else not pushed to AOSP. We aren't being specific since we don't know everything they release based on Android. If they release a Beta emulator image for an upcoming version of Android without pushing tags, it applies to that too.
Google used to push all of the Pixel code from AOSP to it every month. They now only push AOSP releases intended to be used by other OEMs. That means they went from pushing each monthly, quarterly and yearly release of Android shipped by Pixels to only pushing 2 major releases per year (yearly release and QPR2) which are the only major releases used by other OEMs. They also provide security backports to those 2 major releases. They're still obligated to give us the GPL/LGPL licensed code for each Pixel OS release.
Google sold the Pixel 6 through Pixel 9a as being AOSP reference devices with 5-7 years of support from launch. They should be pushing the AOSP releases for those devices each month to fulfill their update commitment. GPL compliance is a clear legal requirement, but we think there's more than that too. Pixel 10 and later were not launched as AOSP reference devices since this changed was already made, so sure they have no obligation to provide anything beyond GPL code for those.
We didn't want to explain all this in our thread but we did explain it has to do with Pixels. It isn't only the kernel drivers. It's also the assorted set of stuff within the OS that's GPL/LGPL beyond that. There's more than there used to be since they moved to the OpenJDK libraries during the Oracle lawsuit.