You need to read between the lines, the wording is carefully chosen.
Look at the underlined part, as they only said Q1/Q2 delivery they won't be late until July 1st.
I have to contradict here in terms of Batch 1 (CA Batch) & Batch 2 -
Batch 1 ToS state: Q1/Q2 but delivery 3-4 weeks before batch 2 which equals delay = 1st July -3/4 weeks
Batch 2 ToS state: Delivery one month before batch 3 which equals delay= 1st July - roughly 2 month (for batch 1)
Batch 3 ToS state: Delivery Q 2
Not much space for interpretation here. Batch 1 hashing has to start latest around early May to satisfy the ToS of all batches 1-3.
My interpretation:
Batch 1 delivered 1st July.
Batch 2 delivered 3-4 weeks later, but with compensatory cloud hashing from 1st July.
Batch 3 delivered 1 month later, but with compensatory cloud hashing from 1st July.
Batch 1 customers are delivered on time.
They just say to batch 2 and 3 customers "Yes, we were late, but it didn't affect you, because we gave you free hashing to match"
From middle to end of June, your machines will be 'in production', and unable to be refunded.