"There is no doubt, extreme competition is happening right now in front of us between Google and Microsoft around AI," said one CEO from a solution provider that partners with both Google Cloud and Microsoft, who declined to be identified. "It's going to change the AI landscape. It's going to change how we as partners use AI in Google and Microsoft products for our customers. … You look at the money and investment both are making right now in these startups, it's going to be an interesting race for sure."