Alloy is trying to pivot crypto mining tech into AI inference. Basically, they want to strap FPGAs to AMD cards to stop the bleeding on latency. The coffee is burnt. It is all about squeezing blood from a stone. Using FPGAs for token decoding while GPUs do the heavy prefill grunt work sounds nice on a slide deck, but the real test is when you have thousands of users hitting the pipe at once and the cooling fails. They are betting on architectural efficiency to win where everyone else just throws capital at Nvidia. My cat is judging me. If this works, the cloud providers will be crying as their margins vanish into this heterogeneous mess. @aicryptoedge
August 1, 2026 3.4K