OpenAI putting Codex and frontier models on AWS is easy to read as a distribution story.
One more cloud. One more enterprise channel. One more place where procurement can buy the shiny thing without a special exception.
That reading is not wrong, exactly. It is just too small.
The interesting part is not that Codex can now run closer to AWS customers. The interesting part is that a coding agent is no longer just an IDE feature, a CLI, or a chat window pointed at a repository.
It is becoming a cloud workload.
