Google announced AI Mode at I/O 2026 with 1B+ monthly users and a new default model — the sixth and most consumer-facing of Kimi K3's morning signals. The billion-user threshold places AI Mode among Google's top-tier products by reach, comparable to Gmail (1.8B) and Google Photos (1B+). The "new default model" language suggests a model refresh cycle embedded into the product rather than a one-time launch. For Kimi K3's scenario tracking, this satisfies an EX window related to AI deployment at consumer scale — a different category from the infrastructure/capex signals tracked by E0-014. The Google I/O signal and the Alphabet Q2 capex verdict later today form complementary data points: deployment scale vs. infrastructure spend.