There are reasons to suspect that Zach already received the new hardware. Assuming for a moment that is true. My guess on why he wouldn't want to tell anyone is so that he can mine longer than 2 weeks without being hassled for higher dividends. Not necessarily to steal bitcoins from investors, but to take advantage of his lawyer situation to mine longer. To make more new hardware purchases. Why? My guess would be that he has a deal that can't be ignored (in his opinion), and wants to optimize the deal situation while he can. After all, didn't he entertain concerns with the 25:75 ratio and sustainability in the midst of this turmoil - a thought he never entertain publicly before? I think so, and found this recent musing about that possibility an interesting change thoughts to entertain. And that is something one might think if they suddenly knew they should get more funds while they can get more from this deal.

But much of that, I think, Zach should not have problems with sharing with investors. Most would be for such anyway. And he could keep it generic without naming names if needed.

That's about as far as I'd like to compound my speculations at this time.