Yeah it is extremelly gross and terrible estimate, do not factor the percentage running at the same time, how many used for something else than ETH and so on, the general point being in a world that sold in 2021 around what 200-250 millions Iphone, 20 millions consoles Ps5/Xbox consoles + Nintendo, 340 millions desktop PC, 37 millions chromebook, 1 millions Tesla, when looking at what put pressure/consummed away chips (from substrate to TSMC space, etc...) from desktop discrete video cards supply to explain why it stayed around 11.x millions unit by quarter instead of rising up to 14.x with the demands, clients having just in the thousands/ten of thousands of units seem just noise, specially if we are talking about the biggest players having that type of volume.You are not factoring in the asics which go towards the hashrate totals. I dont know what the % on that would be though.
I feel it is stuff taking 100,000+ unexpected units every quarter than usual (Chromebook, Iphone being able to pay anything it cost to deliver 100% of the demands quick enough), new consoles, cars starting to use 7mm quality chips instead of just old 250mm-300mm and crypto), what would be interesting about the Facebook of the world is their yearly increase in usage.
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