Google is testing a new sub or secondary menu under the search bar in Google Search. This secondary menu, or sub-menu, is below the main search vertical options and is missing the bubble format that we've seen Google use for this sub-menu.
This test was spotted by Frank Sandtmann who shared screenshots on Mastodon - here they are:
This is what it looks like when you click on a sub-menu - the bubble style returns:
I cannot replicate but Frank wrote, "Clicking on an item starts a new search with a selector with blue background."
Forum discussion at Mastodon.