US Top News and Analysis | Microsoft and Google are late to AI coding, but 'absolutely critical' they compete for growth
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Microsoft and Google are rushing to enter the fast‑growing AI coding market, where Anthropic’s Claude Code and OpenAI’s Codex already dominate, because securing developers will drive cloud usage, model training and future revenue. At its recent developer events, Google highlighted new agentic‑AI tools like Antigravity 2.0 and Gemini 3.5 Flash, while Microsoft plans to unveil a cheaper coding model for Copilot at its Build conference. Analysts note the market could swell from $9.3 billion this year to about $30 billion by 2031, making it “absolutely critical” for the tech giants to compete for developers, who are experimenting with multiple tools and gravitate toward the most capable, cost‑effective solutions.
#Microsoft #Google #OpenAI #Anthropic #GitHub #GilLuria #TomaszTunguz
