Idan mentioned top 5 customer is still using the DH in a sector and will extend to another sector for 2nd one, followed by a comment we are the only one able to integrate generative AI to large platforms in ASX. Along with Amazon bedrock and AWS exposure, they are confident deals are in the pipeline. It’s not like they want to delay the public rollout, but resource and cash are limited for two targets at the same time. From what they talk I feel like UNITH will achieve both goals, become cash surplus and turn into a mid cap if there’s no TO
Idan mentioned top 5 customer is still using the DH in a sector...
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