OpenAI’s September 2026 release of a Lean-formalized proof establishing finite-time singularity for the Navier-Stokes equations under smooth external forcing, addressing Clay statements C and D, underpins the 93.5% market-implied odds against retraction by year-end. The multi-agent system output includes a publicly verifiable formalization that has withstood initial scrutiny, and the company has confirmed no user-data influence while declining the Millennium Prize. Traders view the result as a contained, machine-checked contribution rather than an overclaim requiring withdrawal. Still, realistic risks remain if the Clay Institute’s deliberate review identifies a substantive error in the singularity construction or if the ongoing priority dispute with Buckmaster and Alpöge escalates to force a retraction.