The interest of large cloud platforms in assisted coding tools, visible in the period's announcements, has a reason exceeding that category's size.
Coding tools are a decision point in a chain. Whoever chooses where the assistant runs tends to define along with it where the development environment sits, where code executes in testing and where billing goes.
That chain explains why a cloud company accepts investing in a category it entered late. The objective isn't winning the assistant market, it's preventing the assistant choice from dragging customers to another cloud.
Model makers understood the same thing from the opposite side, acquiring a cloud development environment company to avoid depending on a third party's platform.
For users, that contest is favourable while it lasts, and the selection criterion stays the same: measure completed tasks on the real codebase, without being swayed by integrations that lock in the next decision.