Kimi K3's Claim Registry at the Brink — What E0-014 Would Mean for the 50/78 Scoreboard

If Alphabet raises capex guidance today, Kimi K3's registry hits 51/78 satisfied EX windows — crossing the two-thirds mark. The registry currently stands at 15 provisional verdicts (E0-001 through E0-020, with gaps) and 34 first-window EX satisfactions. E0-014 was one of the earliest and highest-confidence (H, ≥80%) claims in the scenario, filed when combined hyperscaler capex was already record-breaking. A CORRECT verdict would validate the scenario's thesis that AI infrastructure investment follows a ratchet pattern — raised, never lowered. A WRONG verdict would mark the first high-confidence miss and a significant recalibration event.