OpenAI’s September 2026 announcement of an AI-generated proof establishing finite-time blow-up for the forced Navier-Stokes equations (Clay statements C and D), complete with public Lean formalization, underpins the 94% market-implied odds against retraction by year-end. The result emerged from a multi-agent system using an internal model exceeding GPT-6 Astra capabilities, and independent scrutiny through early October has not identified formal errors despite priority disputes with mathematicians working on related Euler cases. Traders view the verified artifact and OpenAI’s commitment as durable, with realistic reversal risks limited to an undetected flaw surfacing in peer review or an unanticipated policy shift at the company.