To add some more details: the first batch contains 312 wafers * 2000 chips/wafer * 400 MH/s/chip = 249 TH/s. And according to the first post this batch should arrive mid september and the other batch will be ordered immediately after they receive/test the first batch. If this is all correct, a total of roughly 850 TH/s should be covered by the IPO.
Thanks for the info. OK, so realistically, 312 wafers * 2000 chips/wafer * 400 MH/s/chip * ~90% yield = 225 TH/s @ 843,750W. Using a 90% efficient power-supply, 937.5kW. Are there plans for an industrial-grade Power Substation? Can they guarantee the delivery of 1MW? (1MW is enough for an average of 400-900 US households). In reality, I'm expecting them to sell most of it, since the electrical overhead is just too much.
At 225TH/s@937.5kW, the profit margins will be very different if they start in September (~250%) than in October (~90.9%) or November (~1.29%).
Forget about the power infrastructure required to run 850TH/s on those 130nm chips, most will have to be sold.
