Recent progress on the Navier-Stokes equations—one of the Millennium Prize Problems—has shaped trader views on Anthropic’s odds. In early September 2026, Anthropic employee Levent Alpöge collaborated with NYU mathematician Tristan Buckmaster to advance related Euler and Boussinesq results using large language models, including internal Anthropic systems; the pair announced these steps hours before OpenAI released a claimed full solution via thousands of AI agents and Lean formalization. The episode highlighted Anthropic’s competitive AI math capabilities amid priority disputes but did not constitute an official company announcement claiming a Millennium Prize. Validation by the Clay Mathematics Institute and any follow-on releases from either lab remain key near-term catalysts that could shift market-implied odds.