Recent AI breakthroughs, including OpenAI’s September 2026 resolution of the Navier-Stokes problem via thousands of autonomous agents and a subsequent early October release of AI-generated proofs advancing the Hodge conjecture for CM abelian varieties, have heightened trader expectations for accelerated mathematical progress. These developments underscore large language model gains in formal reasoning, Lean verification, and multi-agent collaboration, positioning Hodge as a near-term contender while Birch and Swinnerton-Dyer trails amid its number-theoretic complexity. The tight spread between “no solution by end-2027” and Hodge reflects uncertainty over verification timelines, potential delays in full Clay Institute acceptance, and whether current capabilities scale to the remaining open problems before regulatory or compute constraints intervene.