The real breakthrough isn't about scaling compute—it's about making it verifiable and private. Zero-knowledge machine learning proves that execution happened correctly without revealing the underlying data. Full homomorphic encryption goes further: it lets you process information while keeping everything encrypted end-to-end.

This combination fundamentally changes what's possible. Privacy-centric applications in healthcare, digital identity verification, and enterprise data processing will likely be the first movers. They've always needed this level of confidentiality. When the infrastructure finally catches up, expect a wave of adoption.