Are they even shipping VB's ? or just sending out virtual miners to replace them?
So sketchy.. Makes you wonder how long this has been up their sleeve.
They don't. Batch 1 "early delivery" was an option to buyers to either convert to hashlets and lose the VB, or get substitute miners in ZenCloud until the actual VB is delivered. To be fair the delivery was promised at the end of Q3 / beginning of Q4, which still gives them 1-2 months depending on how you define "beginning".