Nvidia has equipped over 10,000 employees with GPT-5.5-powered Codex, significantly advancing its AI capabilities and deepening its partnership with OpenAI. This deployment integrates AI-assisted coding tools at scale across the company.
The move is seen as a critical step for Nvidia's internal efficiency and cost structure. Analysts anticipate substantial productivity gains as Codex accelerates software development for its extensive engineering team. The company's position is also influenced by ongoing U.S. export controls on chips to China.
Market sentiment reflects strong near-term conviction, with prediction markets showing high confidence in Nvidia's market performance. One contract specifically bets on Nvidia becoming the world's largest company by market capitalization by June 30, trading at 92.5% YES.