Market briefZK-2026-0184
Hardware proving consolidates around two designs
The field narrowed faster than expected, which is good for cost and bad for diversity.
SeverityLow
5 minZero-Knowledge Proofs
Most acceleration work now targets one of two architectural approaches. Costs fall accordingly, and so does the number of independent implementations a protocol can fall back on.
For systems whose security argument assumes plural provers, that concentration is worth stating in the threat model rather than assuming away.