China's latest ChatGPT rival, Kimi, is now available for download on the Apple App Store. When the author attempted to test it against ChatGPT, Claude, and Gemini, Kimi presented an unexpected problem: too many people were already trying to talk to it. This captures one of the biggest problems in AI: the best models are only useful if companies have enough servers and GPUs to allow people to actually use them. A recent Kimi review stated: "Kimi delivers impressive performance for coding, document analysis, and multi-step agentic tasks, especially considering its price point." Kimi is a giant open-weight model that is directly useful for coding, spreadsheets, knowledge work, and long-context tasks. However, without the capacity to serve the millions of people who pile onto a hyped new AI model, raw intelligence only gets you so far. In the past week alone, Reuters reported that Nvidia is discussing huge financing guarantees to help OpenAI lease a proposed 10-gigawatt data center in Ohio, while other tech giants are racing to secure more data-center capacity. The next stage of the AI race may not be decided purely by benchmark scores or clever demos.