Re: ASICMINER: Entering the Future of ASIC Mining by Inventing It
Agreed and maybe they have some excess capacity to expand marginally between now and then but I don't see AM hashrate going to say 120 TH/s using 130nm tech. That would mean doubling power to over a megawatt. One other factor is that "something" happened in the farm over the last month. Looking at the 3 day average ( http://asicminercharts.com/ ) on 8/23 the 3 day average rate peaked at 53 TH/s and then over the next 4 days declined to half that. Now say you are FC and you have 60 TH/s of hardware deployed but are running into problems getting 60 TH/s out of your 60 TH/s of hardware and another 10TH/s of boards arrive does it really make any sense to install them and possibly compound your problems. AM Blades somehow still sell very close to their expected net revenue so just sell the hardware (for roughly the same amount as you would get mining from them over the next couple months) while you can still get a good price.
About this "something" that happened this month, when the hash rate was low, it was about half the "normal" one. Maybe they were moving to a different location, moving half of the hardware at a time? It would be possible that the initial location does not fit the needs for further expansion, be it in terms of space or electricity, or even safety or whatever may not be super urgent at the beginning of the operation but becomes relevant when the company consolidates.
I would like to see two things though. The first is that the hashrate stabilize north of 50 TH/s for more than a week and some communication on the plan to migrate to 2nd gen.
I doubt that we will get much communication about 2nd gen at all. This would be very valuable to competitors, actually I prefer not to have this information... If friedcat does it purely "friedcat's style", we will get an unexpected message one day that announces some awsome specs and that gen2 hardware is in stock ready to ship.
