Kimi US Downloads Surge 387% While Ban Odds Remain at 11%

Kimi app downloads in the US jumped 387% to 86,000 last week. Meanwhile, Polymarket data indicates only an 11% probability of a federal ban on Chinese AI models by 2026.

Woofun AI data shows that Kimi recorded approximately 86,000 downloads in the United States last week, representing a 387% week-over-week increase following the K3 release. Total global downloads exceeded 930,000 during the same period. On Polymarket, the probability of the U.S. government restricting public access to major Chinese AI models by 2026 stands at 11%. Settlement criteria require formal federal action effectively blocking access to models like DeepSeek or Qwen by December 31.

Additionally, Sensor Tower data indicates that all top five models on OpenRouter in the past month originated from China.