The main problem of KnC is not exploding, but their production rate. People are not complaining about asking refund, but the long queue waiting for delivery. Currently the main advantage of AM is a reliable product line that can finish mass order in time. But sooner or later, the competitors will secure their product line too.

It seems the new data center in Hong Kong is ready, but the capacity is only 60TH (fully deployed after 20 days, with 2-3Th added daily), maybe due to the limit of power supply. So around 400TH needs to be sold as soon as possible, and friedcat has increased the Ad spending. So in short term, the profit of AM mostly depends on how hardware sale goes well. Moreover, with Bitfury and KnC as the competetors now, I think the price will decrease to around $16-$20/GH, around 1/4 of previous price.

In long term, gen2 chips cannot be postponed any more, or AM has to be converted to non-mining company totally. If currently the design and testing of gen2 has been finished, then there's no reason not to mass produce it. Even they are not sold well, self mining with them are still profitable. Suppose the watt/G reduce to 1/3 of gen-1, the self-mining capacity can increase to 300TH (from current 100TH), with the same power supply limit.