My hunch? I think were going to see some of the fruits of Googles @Home project, which was announced at Google I/O this year. @Home is the Android platform for connecting real-world devices, like speakers, lights, and all sorts of other things up with Android sort of like Apples AirPlay, but for all kinds of applications beyond audio and video.
Or, as the comments point out, it probably would make more sense for this to be related to Google Music, which is rumored to be getting new features over the current version, including the ability to actually buy songs. I still want my Android speakers, though.