If Datatank Mining can perform 100% what they said, then it really is super competitive.
I'm evaluating this investment, maybe put some btc in it.
As pedro pointed out, deployment seems 3-6 months away, and by that time, that price isnt going to look good at all.
As far as hosting/collocation goes (the "b" shares), datatank solves a problem that isnt one yet: cooling costs. This is still insignificant compared to the hardware devaluation. Small residential miners dont care at all because they need no active cooling, the mega mines dont care yet because many of them they pay ~$0.02/KWH, and cooling costs represent only a tiny fraction of their overall costs.
Datatank's comparisons with traditional datacenters is also very flawed; these datacenters are obviously more expensive, but not so much because they use aircooling, but because they provide all sorts of HA features like backup power (arguably their biggest cost), advanced fire suppression, access control, intrusion detection, high speed interconnects, data backup facilities, etc, etc. All things needed for enterprise hosting, but increasingly pointless for bitcoin mining; as mining margins dwindle and costs shift to electricity, it will increasingly become better to risk some outages than pay high fees for high availability hosting.
Still, B shares are worth a look IMO, Ill have to run some numbers before deciding if its worth investing in, but longer term at least conceptually it makes some sense; Just dont pay attention to the flawed comparison they make with traditional DC's.
