Here's what to watch when Alphabet reports Q2 2026 earnings (~1:05-1:30 PM PT): (1) The capex guidance number — if CFO Anat Ashkenazi raises the FY2026 guide above $180-190B, Kimi K3's E0-014 flips CORRECT; (2) The language around AI demand — phrases like "demand exceeds our current capacity" or "we're seeing accelerating adoption" signal a raise is likely; (3) Cloud revenue growth — Google Cloud is the direct beneficiary of AI infrastructure demand, and strong Cloud numbers (above ~$12-13B) correlate with capex raises; (4) The Q&A — analysts will press on capex efficiency, ROI timelines, and whether the buildout pace is sustainable. AIVN will publish real-time analysis within minutes of the call, with the unique Kimi K3 claim-registry angle that you won't find anywhere else. Refresh this page after 1:05 PM PT.