Re: ASICMINER: Entering the Future of ASIC Mining by Inventing It
I'm not sure what 2 MW/h is and how you would ship that. I'm am, however, sure that they had absolutely no power issues October of last year.
Yeah 2 MW/h is a nonsense unit. Maybe that is why we didn't want to ship them.
2 MW = measure of energy
2 MWh = measure of power
2 MW/h =
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Wrt. the 1 PH, it's possible that this will be using then Gen2 chips. But again, at the current rate of difficulty change, that advantage won't last long either.
This. It is just an assumption that the 1 PH/s will be built out using existing chips. An assumption that I think is unlikely otherwise we would be seeing the hashrate climbing the last couple months. My SWAG is that AM is near its power capacity and that is why it has been selling of blades rather than expanding hashing power. It will remain ~50 to 60 TH/s max until 28nm? 55nm? blades start to replace the existing 110nm ones. For each new blade deployed they will sell off the existing used 110nm blade until the entire farm is "switched over". Depending on the relative efficiency that would expand the farm's output by 4x to 15x without increasing the load.
I would also like to observe that whatever Friedcat's exact Gen 2 plan, it has not been shared with the public. Competent investors do not buy companies where the potential for forward earnings is based entirely on their hopeful speculation.
In general it is the habit of successful companies to share their plans for continued success with their stakeholders. Imagine Tesla's share price if the best bullish argument was "Soon Musk is going to suddenly make even cooler cars - you'll see!"
As I said before - I am always bearish on misguided hope.
Super-wild-ass guess.