We believe a new set of engagements with a leading big-tech customer is expected to generate approximately $51 million this year; twelve months ago revenue was zero, and it now reaches roughly 17% in Q1 2026, the first genuine second customer at that level. Other big-tech customers in aggregate grew about 453% year-over-year. The largest customer keeps growing in absolute dollars while its share falls, and the rest of the base grows faster — real, early diversification, though concentration remains extreme.
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