I would not call this FUD - it'[150m diff ==> 1e+15 = 1PH hash] is an aggressive estimation of where difficulty will be in the course of 3.5 months. I for one believe it will likely be at 100m in September and that the 150m suggested by the end of Oct is possible.
So it's not that bad, really, if KnC delivers. 2 1/2 Jupiters give 1e+12 = 1TH for 17.5K USD. The nominal recovery rate against 1PH is 3.6 BTC per day.
But, yeah, given that bitfury will bring on themselves, not counting their retail, around 200TH including AM and other's response to 100TH, and Avalon apparently has a ton-o-chips in Shenzen and the boards are ready when they ship, 1PH isn't exactly a fairy tale. In fact, some would say 1PH in October is conservative.