Absolutely right on the first point.  And, in fact, it's unlikely that any would be based in USA, or even, as it is looking, the European Union countries.  Whatever the marginal cost per Thps boils down to (AM indicated to stockholders not long ago they were around 10K USD per terra hash), anyone who can get within the ballpark of the others could form up.  The point is, absolute hash capacity will be meaningless; the metric will be economic relative hash rate.   

The period of scamming that is happening right now won't last forever.  As soon as the dreams of wealth beyond avarice that a BFL Mini was going to provide twelve months ago fade away, and BTC begins to enter a period of being treated as an investment, the scammers will move elsewhere.  There's always someplace for them to go.