Apologies for the confusion. AM is not at risk being the Bitcoin chip supplier of choice for this operation. Keep in mind there will also be a shift to Scrypt mining in the future, at least partially.

For DTM it's most important to deploy capacity in order to fully utilize the potential of fast deployment and efficient operations. Having manufacturer support is an important element and it is in the interest of ALL chip manufacturers for their customers (miners) to be successful and "come back for more".