ZK proving systems now compete with trillion-dollar AI data centers for Nvidia GPUs, driving up proof generation costs despite a 9% performance improvement reported by Cysic through better hardware utilization. The main cost driver is inefficient GPU use due to architectural mismatches between zero-knowledge software and hardware, not raw computing power. This competition pressures real-time Ethereum proving and ZK-rollups first, potentially increasing fees and limiting prover operators. Cysic is advancing FPGA and ASIC hardware solutions and proposing an open prover marketplace to reduce reliance on GPUs and ease cost pressures.
KE Holdings Inc. reported Q2 2026 earnings with an EPS of $0.42, surpassing the $0.31 consensus estimate. Although revenue declined 5.7% year-over-year to about $3.60 billion, the company doubled its net income thanks to effective cost controls and o...
Ubiquiti Inc. reported strong Q4 2026 results, surpassing analyst expectations with an EPS of $4.73 versus $4.03 estimated, and revenue of $937.32 million beating the $850.50 million forecast. The company’s financial health is robust, featuring a low...
After a sharp selloff on Thursday, drone-related stocks like Unusual Machines, Ondas Holdings, and Kratos Defense showed partial recovery on Friday, with Unusual Machines up 7%, Ondas Holdings up 4%, and Kratos Defense up 3%. The rebound is driven by...
Erik Voorhees, founder of Venice, revealed plans for a new rewards program that will use a portion of user payments to buy VVV tokens and distribute them to loyal customers. This initiative aims to convert paying users into token holders without requ...
Strategy Inc., the largest corporate Bitcoin holder with 840,447 BTC, has returned to profit with an unrealized gain of about $1.4 billion after Bitcoin's price rose above its average acquisition cost of $75,385 per coin. This follows a nearly 22% ra...
