OpenAI's recent solution to the Navier-Stokes Millennium Prize Problem using thousands of AI agents and an internal frontier model has anchored trader sentiment, establishing a clear lead in AI-assisted mathematical breakthroughs. The September 2026 announcement, followed by releases of hundreds of additional proofs across open problems, highlights superior scaling of compute, agent orchestration, and formal verification capabilities compared to peers. Anthropic contributed indirectly via employee collaboration on related Euler equations work but has not matched this pace of verified Millennium-level results. With both labs iterating on large language models for advanced reasoning, the 60% implied probability for OpenAI captures its current edge while leaving room for competitive shifts ahead of potential future prizes.