Amazing! I really get the feeling that ASICMiner really has this planned out much more than many people had expected (including myself!).
My personal opinion is that they spend time racking and networking devices that are powered down but ready to go, and that they keep an eye on hashrate/difficulty closely enough that they simply provide power to the cold devices when a boost is necessary to maintain their "dominant but not too powerful" position. I have no evidence for this other than a gut feeling based on observation of the hash rates and competition, but I'm pretty sure reality is something very close to this description. I wonder if they have at least 50% spare hashpower ready at any given moment, but that's just me daydreaming.
In a word: Juggernaut.
Mmm.. I don't know, I think they are building out things as fast as they can, and nothing is sitting idle, other than inventory allocated for delivery to hardware buyers. Bear in mind to keep up with difficulty gains in the network, they need to be racking and stacking 60+ blockerupters per day. They need to do this 7 days a week, while also building out all the space, networking switches, power, and cooling to support over 3100 blockerupters they currently have deployed. (They have proven their ability to deploy at a peak rate of ~60 blockeruptor boards a day.)
Remember these numbers will only go as they try to maintain their share of an ever growing hashrate. Someone mentioned the law of large numbers earlier. I think an explanation might be in order.
"The first is the law of large numbers. As a company gets bigger, each percentage of incremental revenue suddenly represents a fundamentally larger number. As the base grows, the amount of new business needed to make a material difference in earnings also rises, increasing the pressure on sales to find new markets, new categories, and new geographies. In other words, the larger a company becomes, the more the entire engine has to work harder."
IE: It's going to become exceedingly harder and harder for AM to maintain their share of the network, and it seems at some point they might not be able to keep up. (When and if that happens only really FC could guess.)
-helixone