I've reached out. My assumption is that the North American facility is assembly only, so spoke-nipples might be fine, but a rim without holes on the tire side needs to be taken care of during manufacturing.

They've changed wording now to show build time is 3-5 weeks (AR36/46) and EMS is 8-12 weeks. That's potentially 3-4 months. Alternatively, I can't find a comparable option that can do tubeless and traditional clinchers in a similar width from a mass manufacturer. The entry level options from Zipp for example are either not wide and not tubeless, or the newer options are hookless so traditional clinchers are out. So maybe waiting to have no spoke-hole, tubeless, and clincher compatibility isn't so bad.