It's a service with which essentially every person living in present-day America needs to interact on a day-to-day basis. And yes, they need to. I think it is hugely disingenuous to pretend otherwise.
We can talk all day about how DuckDuckGo and ProtonMail exist. But for a huge, huge majority of people, Google simply is the internet.
The material point is that an ISP is what you need to get to Google. You don't need Google to get to the ISP.
You need electricity to get television, you don't need television to get electricity. You need electricity to get the internet, you don't need the internet to get electricity. Now whether or not television or internet are more useful than electricity is an entirely separate question. But which of the three is the baseline utility is a bit obvious.
But again, the intended purpose is probably not to make Google a utility, it's to score political points. So none of these arguments are really relevant to the calculus that a politician would work through before taking an action like this. This is still a brilliant action from a political perspective because it will undoubtedly win incumbents some votes.
We can talk all day about how DuckDuckGo and ProtonMail exist. But for a huge, huge majority of people, Google simply is the internet.