Recent AI breakthroughs in formal mathematics, including OpenAI’s September 2026 multi-agent resolution of the Navier-Stokes Millennium problem and its October release of hundreds of verified proofs, have elevated market-implied odds for near-term solutions while keeping “no solution by December 2027” nearly tied with Hodge Conjecture. Traders weigh AI capabilities in Lean formalization, multi-agent search, and scaling compute against the unique barriers of each problem—Hodge’s geometric and topological structure appears relatively more tractable to current large language model techniques than analytic or number-theoretic challenges like Riemann or Birch and Swinnerton-Dyer. Ongoing DeepMind agent advances and lab competition add momentum, yet the narrow spread underscores uncertainty over whether these systems can deliver prize-level results before the 2027 cutoff.