Am I reading that right? It's either $1.25 per chip, or pay $200,000,000 and save $0.26 per chip?
$1.25 or pay 200$M upfront plus $0.99 per chip?
Well considering the BE300 numbers are real.
Is a cost of $0.23 per GH for the Miner
Lets compare to SP20 at UnderClock or S5 miners that exist for some months.
SP20 list price for 50 units including shipping is $366 lets say $30 is shipping cost list price with no discounts shipping not included is $336 an SP20 at 1.2 TH uses 0.49W per GH and the cos is $0.28 per GH without any volume discount for a large order.
Production time 3 Month.
A conservative difficulty estimation for 3 months is 15%
$0.23 x 1.15 = $0.26 today.
Also even if we can be optimistic there is a risk involved in the investment in a chip that does is not widely tested and/or lower than expected performance.
There is an interesting efficiency improvement but not tested or proven yet.
In my personal opinion this BE300 is ok but is not a good deal at all and I doubt will rise private pre-orders or other financing options with those numbers, the reward is to low for the involved risk.
If BE300 is what that paper says I think is the end of AM unless a big change in market conditions.
Regards
Juan