Has there been any information regarding new Asicminer datacenter(s) and/or power capacity?
I think that would be the critical bottleneck at the moment, since we know they have many tens of PH worth of chips, and we know their approximate efficiency and the approximate capacity of their old farms. I think they could only bring online ~2PH worth if they haven't acquired more locations/capacity since last gen.
I'd love to believe AM is behind the recent big rises in network hash rate, but that would require significant developments on this front as well...
Obviously my information is dated, please correct any facts I've messed up.