Re: ASICMiner BE300S Samples Arrived, <0.2W/G Achieved at Board Level

They have to find really cheap power, if you ask me! i want to see 0.01$/KWh! That way they could build a really big farm an mine the hell out of the blockchain. AM isn't a small player, they should go as far as possible and re-claim those 40% in 2015! Also they could continue to offer a cutting-edge cloud mining!

Even if the network wouldn't grow much from today on, claiming 40% of the network possibly means building 100-150MW worth of new Bitcoin mines in 2015. That's about half of all of Google's capacity (265MW) by power combined. And twice the size of Facebook (78MW). And it remains a moving target during and after.

I had a post here with some numbers I put together recently:

Energy Consumption of the Bitcoin Network
http://bitcointalk.org/index.php?topic=520977.msg9825138#msg9825138

Never going to happen, they simply don't have the cash to do that on this generation. Even Bitfury's level of cash would only just allow them to do that (if they started from 0%).

BitcoinBrothers out of Germany claimed in November this year to have an ASIC based on a 16nm 3D finFET and have plans to unleash 300-400 PH onto the network in Q1 2015. They also claim each of their 6 PH machines will consume 0.9 MW. So using your initial assumption, it appears they are poised take a little more than 50% of the network (assuming they add 300 PH) using only 45 MW.
I haven't dug very deeply into this claim but they seem to be echoing the claims of KNCminer as far as the 16nm 3D finFET based ASIC. I haven't seen power consumption estimates from KNC however.