They can talk about "ramping up" production until the cows come home, as it still has zero effect on batch size, or when the next batch will be available, unless they are behind, of course.
I just don't see it.... guess we will find out soon

Yeah, Bitcoinorama tried to make the same argument.
Dude the hashrate is about to level out for a bit not, continue growing like this for a while.
The difficulty is nearly 20x what it was back then when he made that prediction.
It's not just Bitmaintech. It's all the A1 clones. And Bitfury. And Spondoolies. Etc. Difficulty is still going up exponentially.
I agree, the diff will always rise, and sure... "exponentially", literally.... but at what rate? I'm betting if you add up everyone's potential "on time" cookies, it doesn't add up to any special leap in hashpower all at once, because everyone has a schedule, and the diff is indeed tapering, I posted that chart a couple times already. You will never see another surprise 40% diffchange, those days are over.
As a matter of fact, look at the date on your Orama quote, and look at this chart...
Now tell me he was wrong!
Keep believing what you want to believe... that KNC is going to kill the difficulty for BitMain, Spooge-Dooties, A1 clones, etc. But you're just flat-out wrong.
If Neptunes are ever delivered (and not just hosted Jupiters), it won't happen until 2 minutes before the 2nd quarter is done. And that means June 30th. By that time, the plethora of 1THs+ machines currently (and nearly) shipping will have destroyed the difficulty for late June Neptunes.
Btw, that last 10% difficulty change was an anomaly not likely to be repeated again in the near future. This next difficulty change is looking to be closer to 20% than 10%. The Ant swarm-train just keeps on rolling along, devouring everything in its path. Get on or get eaten.