Israel is now publicly stating they can't attack the hardened enrichment facilities without these munitions, and it looks like unless they've got tricks up their sleeve, their strategy involves publicly pressuring the US into striking them, which potentially makes the US a target of Iranian retaliation, possibly even retaliatory terrorism.
It seems like all they've done is give the regime a heads up to assemble a device as quickly as possible, or even just smuggle fissile material out.