OpenAI’s September 2026 announcement that an internal multi-agent system solved the Navier-Stokes Millennium Prize problem—producing a Lean-formalized proof of finite-time singularity after 88 hours and roughly 10,000 agents—has sharply raised trader expectations for a second AI-driven solution. The company publicly stated it has made “substantial progress” on another unsolved problem and is preparing results, while rivals including Anthropic (via researcher Levent Alpöge) and others accelerate similar agent-based approaches. Competitive pressure, massive compute investments, and the precedent of rapid formal verification now dominate sentiment; key near-term catalysts include any follow-up OpenAI release, independent mathematician validation timelines, or competing claims from DeepMind or Anthropic that could shift implied probabilities before year-end resolution windows.