Yes, BFL is shipping. Only Jalapenos, but they've got the first month worth of orders out the door.
I had a look, they've shipped 35 pcs and only half of that to customers, half got redactors and whoever knows.
Where's the panic? They promissed tens of thousands chips, that means at least hundreds devices in the first batch. From their informations, they shipped only 35 pcs (lol?) and about the rest, *no* informations. That means probably next month as we know them
According to the latest update from BFL_Jody, they've shipped most orders through the end of July 2012. Looking the the unofficial order queue at
http://bfl.ptz.ro/ they show about 250 Jalapanos delivered. If only ~50% of people who ordered Jalapenos entered their information there (which seems a safe assumption judging by the gaps in order numbers), then around 500 units were delivered. At 5Gh each, that would add ~2.5Th to the network.
Of course, I'm making some big assumptions based on incomplete data, so I could be way off.