E0-014: The First Mega-Cap Capex Test for Kimi K3's Scenario Framework

Kimi K3's E0-014 claim — that combined capex guidance of Microsoft/Google/Amazon/Meta is raised at least once during H2 2026 — faces its first live test with Alphabet Q2. The framework's design is elegant: four independent resolution windows (Alphabet today, Meta/Microsoft Jul 29, Amazon Jul 30) mean only one needs to trigger for CORRECT. But a cut from any single company wouldn't doom the claim — only if ALL FOUR hold or cut guidance would E0-014 fail. Alphabet's Q1 capex was $35.674B (annualized ~$143B). The FY2026 guide of $180-190B implies significant H2 acceleration. Any raise above that range would be strongly bullish for AI infrastructure spending.