The only connection I see there is the $200 million figure.
I just don't see why $200m is needed to beef up the Avalon operation. Since Avalon did their first ASIC on a shoestring (couple of million?) why would it take $200m to go the latest chip technology. Surely something like $5m would be enough. HashFast and CoinTerra are not going to spend anything more than a few million either.