OpenAI’s September 8 announcement of a Lean-formalized proof for finite-time singularity in the Navier-Stokes equations, generated by roughly 10,000 internal AI agents over 88 hours, underpins the 94% market-implied odds against retraction. The public write-up, 166-page paper, and machine-checked formalization establish statements C and D in the Clay formulation, giving traders concrete, verifiable output rather than an unexamined claim. Ongoing mathematician review through early October has surfaced priority disputes and questions about external forces, yet no critical errors have surfaced to prompt withdrawal. Realistic reversal scenarios remain narrow, such as a later flaw in the Lean repository or Clay Institute rejection, but the combination of formal verification and OpenAI’s continued defense makes retraction unlikely before year-end.