Hello. I have some doubts, let`s see if some one can help me.
According this link:
http://zetheron.com/index.php/fpga-performance-profit/There is a limit number of FPGA that can be turned on before the profit became negative, about 25k FPGAs. OK.
My questions:
1. Well, it`s a small number for a big farm. Why exactly this farm don`t monopolize this limit ?
2. In real world, when something rare came to public it`s because it already has been offered to big players and they refused. If so, What they know that we don`t ?
Right now the number of these FPGA's (in the world) that are actually available is about 500 (taking into account high-current boards only). So even if someone wanted to 'monopolize' this technology they could not.
Later this year, 5000-9000 boards will enter the market. It will be late 2019 before 25,000 boards are even manufactured. By then, the crypto market will probably have doubled or tripled, which means the number of supported FPGA's also doubles or triples. So it is not clear that the FPGA's can ever catch up to the market.
I see. Ok but this don't explain why someone don't try to take for him this production. Except if they are intend to manufacture his own fpga. If this is correct the manufacture of this fpga can increase significantly next year.
Otherwise I think what can save the limit production is if there are only a feel factory that can manufacture this fpga or if there is a limit on feedstock per year. But the same way don`t explain why big players aren`t try to take for him the production.