Why you think this deal was so great? I don't consider a good deal, a company that sells hardware it cannot host.
I guess they did not know about future obstacles. Now they are selling hardware for December deploymet, and they probably are sure that problems will be cleared before then.
That if these pods which are started now to be built would have no further delays. Yeah, sorry, another promise. If that was the case, they would not sell September and octomber batches... seems the same story is for November... December might not be lucky as well. Giga when.