Anthropic’s researcher Levent Alpöge’s collaboration with NYU mathematician Tristan Buckmaster on finite-time blowup results for the forced Euler equations and related Navier-Stokes variants, achieved with heavy use of Claude models and Lean formalization in August 2026, forms the core driver of current trader sentiment. This work placed the company at the center of the September priority dispute with OpenAI’s internal-agent solution to the full Navier-Stokes Millennium Prize Problem, underscoring Anthropic’s competitive edge in AI-assisted mathematical reasoning despite lacking an official Clay Institute announcement. Ongoing model improvements in formal proof generation, combined with the lab’s track record on Riemann zeta function bounds earlier in the year, position Anthropic to potentially claim credit on remaining problems such as the Riemann Hypothesis or Hodge Conjecture before the 2027 deadline, though full verification and internal prioritization remain key swing factors.