OpenAI’s September 8 release of both an analytical writeup and a publicly verifiable Lean formalization for a finite-time singularity in the 3D incompressible Navier-Stokes equations under smooth forcing has driven the strong market consensus against retraction. The multi-agent effort, run on an unreleased model exceeding GPT-6 Astra capabilities, established Clay statements C and D while explicitly declining any Millennium Prize claim, shifting focus from proof validity to separate allegations of research conduct and credit involving external mathematicians. Ongoing scrutiny centers on those ethics questions rather than identified mathematical errors, with the public GitHub repository enabling rapid independent checks. A retraction remains possible only if later peer review or Clay Institute evaluation uncovers a substantive flaw, though the formal artifact and absence of early discrepancies make such an outcome improbable before year-end.