OpenAI reduces services after Musk's acquisition

OpenAI has announced its intention to terminate its contract with SpaceX, the provider of the Codex model, setting November 12, 2026, as the final date to cease supplying it with models. This comes after nearly four years of collaboration. The decision is notable despite OpenAI’s models accounting for only about 5% of Codex user traffic, with the company continuing to rely on competing models. This development marks a significant advancement in the AI market, especially given SpaceX’s acquisition of Codex’s parent company valued at around $60 billion, shifting towards greater control over the model, platform, and infrastructure. Meanwhile, Anthropic benefits from the dispute, continuing to support Codex and increasing computing capacity to support its own models on the platform.

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