Durov Sets November Launch for Cocoon: A New Decentralized AI Compute Layer on TON

Telegram founder Pavel Durov confirms the November launch of Cocoon, a decentralized confidential compute network built on the TON blockchain — uniting AI developers, GPU providers, and crypto infrastructure investors.

Launch Overview: From Telegram to TON Compute

A new wave is forming in decentralized AI infrastructure.
TON, the blockchain ecosystem linked to Telegram, is preparing to host Cocoon — the Confidential Compute Open Network — officially launching this November, according to founder Pavel Durov.

Cocoon aims to create a decentralized compute marketplace, allowing GPU owners to rent their computing power to AI developers through smart contracts, verified workloads, and on-chain settlements. The project positions itself at the intersection of Web3, AI, and cloud computing, marking TON’s strategic expansion beyond payments and gaming into the realm of AI compute sovereignty.

This aligns with TON’s broader ecosystem vision, where decentralized storage, messaging, and compute converge.
As previously reported in TON launches egg hunt with $5K reward, the network has been steadily growing its user base and developer integrations throughout 2025.

Strategic Context: Decentralization Meets AI Demand

The timing could not be better. Global demand for GPU compute has surged over 400% since 2023, driven by the explosive rise of AI model training and inference workloads. Traditional cloud providers — AWS, Google Cloud, and Azure — remain expensive and centralized, often inaccessible to smaller AI startups.

Cocoon enters this market with a permissionless model: anyone with idle GPU capacity can join as a provider, while developers can deploy AI workloads through smart contracts ensuring confidentiality and fair compensation.

“Cocoon will empower individuals and small clusters to participate in the AI revolution,” said Durov during his announcement. “We’re decentralizing compute itself — not just data.”

This mirrors TON’s ethos of creating scalable real-world utility rather than speculative token hype — echoing themes from our previous coverage, TON wallet integrations signal Web3 mass adoption.

Market Impact: The Rise of Decentralized Compute Networks

Cocoon joins a growing race of decentralized GPU networks, such as Render, Akash, and Bittensor. Yet, its TON integration and Telegram user funnel give it a unique edge. Analysts predict that even a 1% capture of Telegram’s global active user base could bootstrap Cocoon’s network liquidity and compute availability overnight.

For investors, this represents an infrastructure play within crypto — a shift from trading tokens to powering workloads. Institutional participants are watching whether TON’s hybrid AI–Web3 model could attract new funding rounds or staking incentives tied to compute validation.

Meanwhile, TON’s native token TON has remained relatively stable amid the news, consolidating around $6.40. Market watchers expect volatility to increase closer to Cocoon’s official mainnet activation.

Technical Outlook: Confidential Compute on Blockchain

Cocoon’s architecture is designed for secure off-chain computation with on-chain attestation — using zero-knowledge proofs to verify that AI workloads were processed accurately without exposing proprietary model data. This confidential compute framework could bridge enterprise AI privacy standards with decentralized transparency.

Developers will be able to:

• Submit workloads through TON smart contracts
• Define payment terms and verification layers
• Tap into decentralized GPU pools
• Maintain data confidentiality through encrypted enclaves

If executed well, Cocoon could establish TON as the first large-scale decentralized compute layer integrated with a mainstream social platform — something no other blockchain ecosystem has yet achieved.

Long-Term Outlook: A Strategic Bet on the Future of AI Compute

The Cocoon launch highlights TON’s strategy to position itself as a digital infrastructure layer for the AI economy, rather than a traditional blockchain platform.
If adoption follows through, it could evolve into a network-of-networks — connecting compute providers, developers, and dApp ecosystems under one verifiable framework.

For the broader market, Cocoon’s success could redefine how AI workloads are priced, distributed, and owned, opening a path for tokenized compute economies where users earn yield not from staking, but from contributing real processing power.

As the November launch approaches, all eyes are on Durov’s next move — and whether Cocoon can cocoon the future of AI into Web3

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