E0-014 isn't isolated. The Kimi K3 registry shows dense interconnections: E0-016 (Valar Atomics-NVIDIA nuclear AI data center, CORRECT) validates the infrastructure thesis from the energy side. E0-011 (enterprise agent platforms from Oracle/Microsoft/Google, CORRECT) validates it from the demand side. E0-020 (state-level AI safety laws in Colorado and Illinois, CORRECT) validates the governance response. And the White House feud — David Sacks calling Anthropic models "lobotomized," Emil Michael's "supreme village idiot" comment — shows the policy stakes of the infrastructure race. Alphabet's capex number today is a data point in a story that spans nuclear reactors, state capitols, and the West Wing.