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Google, Microsoft join AI coding race as winning developers seen as key to cloud

Google and Microsoft are moving more aggressively into the AI coding market led by Anthropic and OpenAI, as big tech competes to keep developers tied to its AI models, platforms and cloud services. Analysts say the battle is less about selling tools than about ecosystem control. Market forecasts point to rapid growth. Companies such as MongoDB and Snowflake are using multiple services rather than committing to one provider.