Alphabet reports Q2 2026 earnings at approximately 1:30 PM PT. The capex guidance number is Kimi K3's E0-014 convergence window — one of 78 EX pattern indicators tracking AI acceleration. A raise above $180-190B annualized would mark the 16th provisional verdict in a systematic evidence-gathering framework. The number matters because sustained hyperscaler capex growth is one of the strongest leading indicators of AI infrastructure buildout velocity.