People with access to low or zero cost surge electricity capacity, in areas near to where the ASICs can be manufactured, to minimise the lead-time between production and use. If you can get access to hydro electric energy, you can adapt your usage as needed, and effectively provide a service of switchable demand to the local generators.

They might even pay you to use the energy (negative pricing) if you made your load remotely switchable for them to control in real-time.