DataTank hasn´t comitted to any ASIC manufacturer yet, afaik.
They only did a calculation of hardware cost IF they deployed now, and they mentioned AM as an example.
They would be dumb to commit to a chip with atleast 50% higher power consumption compared to the competition.
They also cannot judge how the chip / device market will look like at their time of deployment, as this is atleast 3 months in the future.
However, they will be releasing an update soon, so let´s wait for that.
To all the AM fanboys: please don´t feel discouraged in buying DataTank shares by this, as obviously they have to give themselves the best chance of success,
using high efficiency and cheap hardware at the date of deployment.
I mostly agree with this. There is a huge chance that bitmain/spondoolies/other chips end up in the datatanks.
Although AM does have a closer relationship with DT than you make it sound. Even if they don't primarily use AM chips I expect a few PH will still be used/franchised.
Also 50% better seems a bit of an exaggeration for next gen considering they tested AM HW at 0.6w/gh at the wall.