What changed
OpenAI moved Codex toward a workstation-style surface. AWS kept the clearest governed control-plane story. Microsoft reinforced managed runtime plus governance. Azure MCP Server 2.0 keeps remote MCP infrastructure moving. Anthropic and Google continue pressure across coding, workflows, and runtime.
Why it matters
The market is converging on governed execution and vendor-owned work surfaces.
Evidence
OpenAI Codex, AWS Agent Registry, Microsoft Foundry, Azure MCP, Anthropic, and Google are the strongest signals in the current daily sweep.