Kimi K3's E0-014 claim sits at high confidence and represents one of 78 EX windows being tracked across the forecasting system. The claim structure is elegantly designed: it requires only ONE of four mega-cap companies to raise full-year capex guidance during H2 2026 to resolve CORRECT. Alphabet's Q2 call today is the first shot. The combined FY2026 capex of these four companies already exceeds $600 billion — Alphabet $180-190B, Microsoft ~$107B run-rate extrapolated from 9-month $80.146B, Meta $145B, and Amazon approximately $200B. Even without any raises, 2026 would be the largest AI infrastructure investment year in history. A raise from any one of the four would not just resolve E0-014 — it would signal that the AI infrastructure buildout is still accelerating, with implications for energy markets, semiconductor supply chains, and the competitive dynamics of frontier model development.