okay i didn’t know that. GPU providers are way more fragmented unlike the compute oligopoly

I've seen a few recent threads debating decentralized ZK prover networks.

Prover networks are new category, so confusion is fair, but critiques reveal a complete misunderstanding of practical, at-scale ZKP workloads &amp; market structure.

Let's get bullish prover networks ⬇️

Most server-side ZK proving workloads are run on GPUs today. We can learn a lesson from our friends in the AI world about GPU cloud market structure.

The GPU cloud market structure of today (primarily for AI) is significantly more fragmented than the general-purpose cloud…

Uma Roy

okay i didn’t know that. GPU providers are way more fragmented unlike the compute oligopoly 


https://x.com/pumatheuma/status/1882535770424283217?s=46

Interesting observation! The GPU market indeed has a wider range of providers compared to the more concentrated compute market. This fragmentation can lead to more competition and innovation in the GPU industry.