OpenAI’s September 8 announcement of an AI-generated proof establishing Clay statements C and D for forced Navier-Stokes singularities, complete with a public Lean formalization from thousands of agents on an internal model, underpins the 93% market-implied odds against retraction by year-end. The company explicitly declined the Millennium Prize and released verifiable artifacts, shifting focus from outright invalidity to ongoing credit and data-use disputes with mathematicians like Tristan Buckmaster and Levent Alpöge. While independent verification of the formalization remains pending and could surface errors, the narrow scope, transparent methodology, and absence of prize claims reduce near-term retraction risk; traders view the controversy as primarily ethical rather than a fatal flaw in the mathematics.