DataTankMining said that he can build hardware today (most likely assuming AM BE200 chips) at < $0.44/G. I guess that means that at their quantity levels the chips themselves should be significantly less than $0.40/G today.
I've opined this before: I'm doubtful that BE200 will be the chip deployed for DTMA. Do you really think it will be the best chip on the market in quantity in 2-5 months time? I speculate that it was likely to be some other manufacturer, or perhaps BE300 if that were available.
But the exclusive partnerships and other tie-ups mix this up a bit.
So, the public IPO of both DTMA and DTMB units have been pushed back, right? Or does "capacity units" refer to DTMB only?