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In January 2026, GSI Technology announced a proof-of-concept engagement with two government agencies, partnering with Israel-based G2 Tech to integrate its Gemini-II compute-in-memory APU into Sentinel, an autonomous perimeter security system for real-time drone and camera monitoring, with total governmental backing in the millions of US dollars and about US$1,000,000 expected for GSI.
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The project highlights how GSI’s on-device AI inference can support mission-critical, high-load defense applications that blend autonomous operation with human oversight for security-sensitive deployments.
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Next, we’ll examine how this government-backed Sentinel collaboration, centered on Gemini-II’s on-device AI capabilities, could influence GSI Technology’s investment narrative.
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To own GSI Technology today, you have to believe its niche Gemini-II compute-in-memory platform can convert technical wins into a sustainable, higher-margin business despite ongoing losses and past dilution. The new Sentinel proof-of-concept with two government agencies looks directionally helpful for that thesis, reinforcing GSI’s positioning in defense-grade edge AI and bringing in about US$1,000,000 of funded integration work, but it does not, on its own, resolve the company’s key short term catalysts: clearer revenue traction from Gemini-II and evidence that recent contract activity can meaningfully support the current, premium price-to-sales ratio. With the share price already very strong over the past year and revenue still modest at about US$24,024,000, this contract feels more like incremental validation than a transformational shift in risk or reward.
However, investors should be aware of how quickly sentiment could change if contract momentum stalls. Insights from our recent valuation report point to the potential overvaluation of GSI Technology shares in the market.
GSIT 1-Year Stock Price Chart
Three Simply Wall St Community fair value estimates span roughly US$0.84 to US$28 per share, showing just how far apart views can be. Set that against an unprofitable business, a high price-to-sales multiple and a new government proof-of-concept that is helpful but not yet transformative, and it is clear you need to weigh several competing narratives before deciding where you stand.
Explore 3 other fair value estimates on GSI Technology – why the stock might be worth over 3x more than the current price!