OpenAI's Codex has evolved into a full desktop agent capable of controlling Mac applications and running on mobile, while mounting AI cost concerns take center stage as Microsoft curtails Claude Code usage and both Microsoft and Uber report AI expenses exceeding human labor costs. Meanwhile, a $2.5 billion Supermicro smuggling bust has prompted Nvidia's CEO to demand stricter export control compliance, with Taiwan joining efforts to curb illegal AI GPU shipments to China.