According to @gdb, Codex is accelerating work at OpenAI, signaling faster internal development velocity at the lab (source: Greg Brockman on X, Oct 7, 2025). OpenAI describes Codex as a system that translates natural language to code and powers developer productivity tools that speed up programming workflows (source: OpenAI, Introducing OpenAI Codex, Aug 10, 2021). Microsoft states it has a multiyear partnership with OpenAI and provides access to OpenAI models via the Azure OpenAI Service, which is a primary enterprise distribution channel traders can track for product cadence and adoption data (source: Microsoft, Microsoft and OpenAI extend partnership, Jan 23, 2023; Microsoft Azure OpenAI Service overview). For crypto, market participants often monitor the AI category of digital assets tracked by CoinMarketCap during major AI announcements to gauge sentiment in AI-linked tokens (source: CoinMarketCap, AI Crypto category, accessed 2025).

According to @sama, GPT-5-Codex has already reached roughly 40% of total Codex traffic and is expected to become the majority today, indicating rapid user migration to the newest code model (source: Sam Altman on X, Sep 15, 2025). OpenAI model delivery runs through the Azure OpenAI Service, so higher GPT-5-Codex usage implies increased AI workload demand relevant to Microsoft’s cloud AI narrative (source: Microsoft). Azure at-scale AI training and inference rely on NVIDIA GPU infrastructure such as H100/HGX in Microsoft’s data centers, linking model usage growth to ongoing data center GPU demand indicators for NVDA (source: NVIDIA; Microsoft). For crypto traders, AI headline shocks have historically coincided with trading volume surges in AI-linked token baskets on major exchanges, suggesting potential narrative-driven flows into the AI category rather than broad market beta (source: Kaiko Research, 2023–2024). Given that the only confirmed datapoint is the self-reported traffic share from @sama, traders should seek confirmation via Azure/OpenAI utilization disclosures and exchange volume metrics before positioning (source: Sam Altman on X; Microsoft; Kaiko Research).