I bet they have been selling to colo companies the whole time. Including for their 65NM chip products.

Pre-orders to raise cash. Build equipment. Sell large quantities of in-hand equipment to bulk purchase farms (because they wont drop 3M on a preorder. They need immediate delivery.). Try to catch up with the original consumer orders after the farms aren't interested anymore.

Thus defrauding the consumers.

It seems pretty obvious now.