I think he is referring to the deal between DataTank and AM which was just reached 2 days ago? That is not Selling so much as a barter or trade, if I understand the deal correctly.
No. I'm referring to selling AM Gen3 ASICs to Chinese manufacturers in bulk.
You have word from legitimate sources that AM is selling their Gen3 ASICs to Chinese manufacturers in bulk at wafer costs? That is unheard of, thank you.
I wonder if the board is aware of this then..
Two bulk customers.
How many PH of chips did they buy? Surely if they told you the price they paid they also gave you a ballpark of the quantity.
Update: I just noticed you said, "40 PH/s of A1s" What is an A1s? That isn't an AM chip.
It's two different statements about the Chinese market, not related.
Chinese manufacturers estimates that Coincraft A1 is deployed at over 40 PH/s already. My estimation is that what drives AM Gen3 price to cost, in order to recover the investment. I've seen pictures of huge farms.
AM Gen3: we didn't discuss quantities, but those are in hands ASICs bought by two first tier integrators.
Enough about AM Gen3 here.