Lean 4, Fall 2026

Every once in a while I try to take a quick snapshot of where we are today regarding the impact of Lean 4 beyond research. The numbers here could be off, so don't quote them, but they're ballpark right at a glance.

Production software, formally verified

Microsoft$3.69T2

Originated Lean. Aeneas-based Lean verification of Rust SymCrypt: "complete proofs for the Rust ML-KEM and SHA3 code that is being used in insiders builds of Windows today"13

Amazon / AWS$2.75T3

Cedar authorization language, modelled in Lean and differentially tested against the production Rust14; the proofs found 4 validator bugs and testing found 21 more15

NethermindPrivate

EVM and Yul semantics in Lean, "passing 99.99% (22,330/22,332) of these Cancun execution tests"27; Halva found a Keccak-256 bug in Scroll's circuit28

GaloisPrivate

FVSpec — 2,772 property-based tests translated into "9,415 Lean 4 specifications"29; released under the GaloisInc organization30

AI solving already-formalized problems

ByteDance>$600B6proposed sale

BFS-Prover — best-first search over Lean 4, open-sourced; 72.95% on MiniF2F18

Tencent$503B7

HunyuanProver — scalable data synthesis with guided tree search for automated theorem proving19

DeepSeek~$74B8round open

DeepSeek-Prover-V2 — subgoal decomposition by reinforcement learning; 88.9% on MiniF2F-test20

Moonshot AI~$50B9round open, pre-money

Kimina-Prover — "developed by Project Numina and Kimi teams … in Lean 4"21

Informal mathematics into formal

Google DeepMindAlphabet $4.13T1

AlphaProof — reinforcement learning over Lean; olympiad-level formal reasoning, published in Nature12

Mistral AI~$23B10reported, in talks

Leanstral — "the first open-source code agent designed for Lean 4", weights under Apache 2.0, evaluated on the Fermat's Last Theorem project22

Harmonic$1.45B11

Aristotle — "among the first AI models to achieve formally verified gold medal-level performance on the 2025 International Mathematical Olympiad"23

Math, Inc.Undisclosed

Gauss completed "a challenge set by Fields Medallist Terence Tao and Alex Kontorovich … to formalize the strong Prime Number Theorem (PNT) in Lean"24; OpenGauss released MIT-licensed25

HuaweiEmployee-owned

Mathesis — natural language to Lean 4 via an RL-trained autoformalizer26

New mathematics, machine-checkable

Anthropic$965B4

Claude raised a lower bound on zeta zeros "from 41.6% to 67.2%"; the Lean formalization "passes the standard validation tool comparator"16

OpenAI$852B5

Public repository of "Lean certificates accompanying ten proofs in mathematics and theoretical computer science"17

Market capitalizations retrieved 2 September 2026, in USD. Tencent is reported by some aggregators at roughly twice the figure above; this follows the exchange's own arithmetic — HKD 438.20 × 9.00B shares = HKD 3.94T, about $503B.7 Italic tags mark figures that are not completed rounds. The boundaries between these four groups are soft: Harmonic, Mistral and Google DeepMind — and increasingly OpenAI and Anthropic — work across specification, formalization and proof at once.

All thirty sources Each was retrieved and read against the claim it supports, not merely checked for a live URL.