OpenAI’s September 2026 release of an AI-generated proof for the forced Navier-Stokes singularity (Clay statements C and D), produced via a 10,000-agent swarm of an internal large language model and verified in Lean, underpins the 94.5% market-implied odds against retraction by year-end. The formalization, public GitHub artifacts, and lack of a fatal mathematical error in subsequent expert reviews have sustained trader confidence, even amid credit disputes with Buckmaster and Alpöge plus noted mismatches between the natural-language writeup and Lean code. While a confirmed flaw in the formal verification or Clay Institute rejection could prompt reversal, the result’s alignment with the official problem statement and substantial compute investment make wholesale retraction improbable before December 31.