Let's discuss the recent strong performance of the secondary market for $LAYER@solayer_labs. In particular, why is the InfiniSVM technology roadmap receiving so much attention? What are the characteristics of the hardware-accelerated SVM scaling solutions? And how will the industry landscape of the Solana ecosystem change after hardware acceleration? Next, I will share my forward-looking observations:
1) Unlike the previous Ethereum-dominated horizontal scaling approach, the Solayer team presents a completely different scaling idea in the InfiniSVM white paper: by deeply optimizing SVM through hardware acceleration, they aim to create a blockchain network with millions of TPS, essentially through a scaling solution that deeply integrates hardware and software.
If we look back at the history of blockchain scaling, the earliest on-chain scaling idea was to achieve it through parameter adjustments (larger blocks, shorter block times), but this approach easily touches the blockchain trilemma. The subsequent layer2 scaling approach is a horizontal scaling method, with the core purpose of offloading transactions through layer2 (state channels, sidechains, Rollups, etc.), which undoubtedly sacrifices some global atomicity. In contrast, the hardware-accelerated route explored by InfiniSVM is a new approach that upgrades the scaling concept, leveraging specialized hardware to break through performance bottlenecks while maintaining a single global state.
In simple terms: InfiniSVM's scaling method is not merely about optimizing algorithms but reconstructing the SVM execution environment through microservices architecture and hardware acceleration, relying on dedicated hardware to complete some key tasks, thereby achieving atomicity and consistency in a global state under high load.
2) Following this line of thought, many friends may wonder why the SVM execution environment of Solana needs hardware acceleration. The data provided in the Solayer white paper shows that current Solana validator nodes require CPUs above 3.1GHz, over 500GB of high-speed memory, and more than 2.5TB of high-throughput NVMe storage. Even with such high configurations, CPU utilization is only about 30% under high load, and P2P communication is nearing the consumer-grade network limit of 1Gbps bandwidth.
The question arises: since the CPU is not fully utilized, why is stronger hardware still needed? This actually reveals that Solana's current performance bottleneck lies more in other aspects beyond CPU computing power, such as: microservice processing architecture, which can isolate different processing stages and match more suitable hardware resources; dedicated accelerators that can assign specific tasks like signing to dedicated hardware, etc.
You see, InfiniSVM is not simply about upgrading hardware but redesigning the entire execution environment, providing more specialized hardware optimization solutions for each bottleneck stage. It's like improving workshop production efficiency; it requires reorganizing the entire production line's hardware and software rather than just increasing the number of workers.
3) So, what characteristics of InfiniSVM's hardware acceleration solution are worth sharing?
Distributed microservice processing architecture: Previously, the Solana monolithic transaction processing flow could be broken down into multiple extended processing stages such as signature verification, deduplication, scheduling, and storage. In InfiniSVM's architecture, each stage can handle processing independently, avoiding the major issue of "one stage's delay causing the entire line to wait."
Intelligent transaction scheduling system: Originally, when Solana read and write transactions belonged to the same account, they had to queue for processing. However, InfiniSVM allows operations under the same account to be independent of each other, greatly enhancing its parallel processing capability. In other words, it further strengthens refined management capabilities.
RDMA low-latency communication technology: Normal communication between nodes requires necessary steps such as packaging, delivery, and unpacking. RDMA can directly transfer data from one node to another's memory, achieving a breakthrough in communication technology from milliseconds to microseconds, significantly reducing state access conflicts.
Distributed intelligent storage network: If a single account were to handle its account data, Solana previously had a limit of 10MB. However, InfiniSVM adopts a distributed cloud storage solution, dispersing data across different nodes and marking them as fast lanes, slow lanes, etc. This not only breaks through capacity limits but also optimizes data access speed.
4) After explaining the technical upgrade route, I imagine many voices asking, "What’s the use?" Overall, with the support of hardware acceleration, Solana can further enhance its competitive advantage in layer1. Moreover, compared to Ethereum layer2, which requires application data support in the ecosystem to demonstrate scaling achievements, achieving millions of TPS performance breakthroughs through hardware may only require the integration of a few niche scenarios to directly validate it, resulting in a shorter implementation path.
To think differently, take @jito_sol as an example. As Solana's MEV infrastructure, it has ecological value in transaction ordering optimization, MEV extraction, validator revenue, etc. If it couldn't prove itself before the Solana MEME craze, after the past year's MEME heat, Jito's optimized transaction processing system has become an indispensable part.
In fact, Solayer's current technical positioning is similar. Its upgrade method, which allows transactions to perform better in the system, may not be obvious solely through financial transaction scenarios. However, considering the future large-scale implementation of PayFi, to enable Solana to perfectly support high-throughput, low-latency payment settlement infrastructure functions, the performance of TPS will be significantly perceived. Additionally, there are DePIN ecosystems and complex chain games, AI Agent application scenarios, etc.
In any case, looking ahead to define the value of a technology-based infrastructure project is easier than merely relying on whether it has utility at present.
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