Earlier quoted context omitted.
Regardless of the actual reason why they cant use the 200M hardware, isnt int kinda funny that they even assumed that they could make money from the full capacity at day 1. Who the heck would be the customer of cloud storage hardware worth 200M at day 1. Clearly demand grows over time, that cant be skipped. Reward "miners" for whatever they provide even if no one uses it - sound unsustainable.
Rewarding miners for reserved but unused capacity is an explicit feature of Filecoin that I guess is intended to build up capacity in advance of customer need. These miners just did what Protocol Labs told them to do.
Without a contract? I'm not talking about smart contracts, I'm talking about real world, legally-binding contract.
If they just went and bought $200M USD of hardware basing on marketing... I guess that's the problem, right there.