Slowly, then suddenly.
The journey to transformative breakthroughs often follows this familiar pattern, and this month may well be remembered as a turning point in the acceleration toward real-time proof of transaction validity for blockchains.
First, Polygon Labs went public last week with its purchase of Fabric Cryptography’s specialized chips – verifiable processing units (VPUs) – claiming a significant leap forward in proving zero-knowledge (ZK).
Then, Succinct Labs, in partnership with Optimism, unveiled a leading layer 2 blockchain, separately a framework to upgrade optimistic rollup chains in the world OP Stacking in a ZK rollup – in just one hour. Users will be able to do that withdraw funds earlier after a rollup or batch of transactions has been recorded on-chain, because the dispute resolution period required in optimistic rollups is replaced by the certainty provided by ZK receipts.
And this week we had news from RiscZero plan to become the distributed, verifiable computing layer for all blockchains.
Together, this series of announcements reveals the acceleration of the ZK space toward true scalability, with better proof speeds and costs.
Fabric’s VPUs promise a remarkable boost, thanks to their custom architecture and cryptographic computing power. As a researcher, builder and strategic investor in Fabric, I am excited and eager to test the chips in the wild. But as an industry, we need to keep our eye on a bigger prize. Hardware acceleration is just one part of overcoming a broader, more complex challenge: realizing real-time proof for blockchains, also known as proof singularity.
Proof singularity represents a crucial milestone in the evolution of blockchain technology, as it promises to remove the bottlenecks that hinder scalability, privacy, and interoperability between blockchain networks. By realizing real-time proof, applications can safely perform complex calculations without exposing sensitive data, opening doors to use cases such as private transactions, confidential smart contracts, and highly efficient rollups. This transformation would not only improve the user experience by significantly reducing latency, but also drive broader adoption by making zero-knowledge technology practical for real-world applications, from decentralized finance to enterprise blockchain solutions.
The broader impact of proof singularity extends beyond individual blockchain networks, as it paves the way for a more interconnected and scalable Web3 ecosystem. As ZK proofs become faster and more efficient, cross-chain communication and interoperability can be significantly improved, enabling seamless, secure interactions between different blockchain protocols. This could lead to a paradigm shift where data privacy and security are inherently built into the infrastructure, driving trust and compliance in industries that require high data protection standards, such as healthcare, finance and supply chain management.
Ultimately, proof singularity has the potential to redefine the fundamental principles of blockchain technology, merging performance, security and privacy in unprecedented ways, driving the next wave of blockchain innovation.
Hardware acceleration: necessary, not sufficient
Against that ambitious backdrop, Fabric’s VPU delivers up to 900% better operational performance at large integers compared to conventional GPUs. Polygon’s investment underlines a commitment to optimizing proof generation, leveraging VPUs to enhance applications such as Polygon zkEVM (a zero-knowledge version of the Ethereum Virtual Machine). However, while these numbers are large, many technical barriers to end-to-end, real-time proofing still remain, because large integer operations are only part of the end-to-end proofing time.
We know from experience that true real-time ZK testing cannot be achieved with hardware alone. The industry’s approach must go beyond pure computing power and focus on full integration of hardware and software to address the range of challenges that hinder seamless, real-time ZK applications.
A fully vertically integrated approach
Better zkVM architecture: Let’s rethink zkVM architecture from the ground up: The current generation of zkVM is limited by many sequential components. We need to redesign zkVM so that zkVM execution and testing can be done in parallel from start to finish.
Real-time evidence aggregation: By including this, the industry can address a key bottleneck that is often overlooked: verification costs and latency. Real-time evidence aggregation enables low-cost verification of evidence, on-chain, with minimal latency.
Hardware/software co-design: Real-time testing should use different types of hardware, for example CPU, GPU, VPU and field programmable gate arrays (FPGAs), because each type has different trade-offs between performance and energy efficiency. To fully realize the power of hardware, we must co-design the hardware with the software so that there is no performance loss between different layers of the stack.
In short
Polygon’s VPU investment represents an exciting step forward, but the journey to prove the singularity will require more than just hardware innovation. The true potential of ZK technology will be unlocked through a balanced combination of advanced circuitry, optimized cryptography and system-level breakthroughs. Let’s continue to push the boundaries of ZK technology and strive to realize a future where real-time ZK testing is not just a possibility but a reality.
The race is on and it’s about much more than faster chips: it’s about reshaping the entire ZK stack.
Shumo Chu is the CEO of NEBRA, a research and development organization building technologies, infrastructure, and products to facilitate the mass adoption of zero-knowledge proofs.
Note: The views expressed in this column are those of the author and do not necessarily reflect those of CoinDesk, Inc. or its owners and affiliates.
