While everyone's attention is focused on the AI chip war between Nvidia and AMD, another potentially far-reaching competition is quietly unfolding in the realm of privacy computing. What attracts my attention most is that @zama_fhe has chosen a different path: not by blocking technology, but by fully open-sourcing it. After reading Zama's in-depth analysis of HPU, I have a strong feeling that the bottleneck of fully homomorphic encryption has changed. In the past, the focus was always on algorithms; now the real challenge has shifted to computing power. Their processor, built on an AMD FPGA, performs 13,000 core operations per second with a power consumption of only 200 watts. These figures are impressive enough, but what surprised me even more was their choice to open-source hardware design. This move makes me think about a question: in today's world where technology is increasingly monopolized by giants, is open source the best way to break the deadlock? Zama's public release of its design blueprints essentially puts the entire industry on a level playing field, a breakthrough not just in technology, but also in its new approach to ecosystem building. What excites me even more is their collaboration with Optalysys on photonic chips. If they can truly achieve a 100 to 1000-fold performance improvement, then the conventional wisdom about encryption being slow will be completely shattered. This reminds me that technological breakthroughs often stem not only from the technology itself, but also from our imagination of its possibilities. Ultimately, what attracts me most about FHE is its redefinition of the relationship between privacy and regulation. Previously, we always thought privacy and regulation were opposing forces, but Zama has shown me another possibility: achieving programmable compliance through technology, allowing privacy protection and regulatory requirements to be met simultaneously. The future internet will undoubtedly prioritize privacy, and this race sparked by open-source hardware is laying the foundation for this future. After seeing Zama's approach, I have a strong feeling that the winner of this race may not be the most business-savvy, but rather the one who best understands how to drive the entire industry forward in an open manner. #ZamaCreatorProgram #ZAMA