I think they are only selling big order to large private farms right now they have the technology edge for the moment and they are exploiting it
Their chips are having huge yield issues, I doubt they have sold any apart from the couple they made from their sample chips. The whole "batch 1 sold out" is a marketing gimmick.
Where did you get this information? This could explain a lot if true, but they have not indicated this.
We have seen what 20 maybe or so go to resellers. I still think decent chance of a big buyer bought first batch.