My guess is that some older hash power was leased and now we are waiting for new hardware to come online
what is more likely is that there is some problem with the hosting - power/connectivity + string of bad luck = variance. It happened before and it will happen again. What is necessary is that AM deploys new hardware to keep up with the difficulty rise. Of course the 2nd gen can't come soon enough, but that will take at least a month or two...
FC said September/October, it could be as early as next week for all we know (though admittedly, next week is unlikely). As to the leased hardware, I guess we'll have to wait for divs to find out.
No, he said 2gen will come after November/December. You confuse with a large batch of new blades to come, still based on gen1 chips though.