According to my calculations (@30%apr) asicminer should be hashing at around 250 th/s to be valued at 1btc/share (currently at 50th/s). And for that to be true we would need to expect constant hash rate growth along with the difficulty increase which doesn't seem to be happening.
The 30 % rule seems to provide a good approximation, but "currently at 50th/s" is probably too low. erpao.info shows only 47 TH/s, but that's just the air cooling data center, I think. This was posted on Oct 9:
Self-retained (not sold) Hashrate distribution:
Air cooling datacenter - 47TH/s
Under franchising - 19TH/s
Immersion cooling - 5TH/s with 3-5TH/s per day towards 60TH/s in total.
Air cooling datacenter - 47TH/s
Under franchising - 19TH/s
Immersion cooling - 5TH/s with 3-5TH/s per day towards 60TH/s in total.
If this is accurate, AM should have a combined hashrate of 126 TH/s or 122,2 TH/s, if franchising is factored with 0.8. But even this is not really accurate, because it doesn't include hardware sales, which seems to be a significant factor.
I hope the report tomorrow brings some transparency..
