I think you need to worry more about your own vision not what "competition" you think you are in.

This ends badly. All it takes is a $100 Bitcoin for the next 12 months to wipe out a major portion of the mining sector top to bottom big or small.

Those guys with "old" units either dump them for e-waste get the scrap value and retool or sell them on the Chinese market or keep running them on the cloud hashnest style... or like Bitmain to those who might still mine at home lol.

What are you going to do when you get your units? Jump for joy that they are over priced and inefficient compared to the better units your NDA partner keeps for their bigger client with the huge farm in Sichuan? We do remember the Bitmine debacle I hope?

Wish you the best of luck but if you are going to be getting product and it isn't spondoolies or bitfury I suspect you might not be happy with less efficient stuff that is over priced.