Bank of America: Google (GOOGL.US) is heavily betting on AI code, while industry giants GitLab (GTLB.US) and JFrog (FROG.US) are facing encirclement.

date
15/07/2025
According to the Zhitong Finance APP, Google (GOOGL.US) has acquired the technology license and talent team of Windsurf, a company that specializes in AI code generation tools, for $2.4 billion. This deal may intensify competition in the DevSecOps field. Analysts from Bank of America suggest that this move could pose competitive pressure on companies like GitLab (GTLB.US) and JFrog (FROG.US).