Makes complete sense. Huge re-rate if this is the case too, defence contracts can be lucrative and long lasting particularly as the tech develops into bigger and better offerings.I suspect these "customers" are keen to test the chips functionality and validate 1500 with their particular needs before signing onto Ip licencing. My guess is government contracts, hence use of GF. Defence! And not just USA. Possibly global defence contractors friendly with USA.
Just a hunch.
Makes me think though that if we're close to signing deals with USA plus perhaps allies defence then this might rule out any contracts with Chinese phone companies such as Huawei, Oppo, Vivo etc (which may be the case anyway ATM). If AKIDA proves to be as revolutionary as we suspect then Western nations will want to keep that advantage under wraps. IMHO