to get an eight-figure contract there is pretty impressive. How are you thinking about, you know, the market opportunity now for SecureWise that you've had it for a year or so? And just, you know, how big do you think that TAM could be?
Yeah, you know, when we acquired it, our thesis was that they had really only monetized the equipment vendors. They fundamentally installed it all the front-end fabs. and then charge the equipment vendors for access. You saw last year we did, and it came out at our user conference, a large contract with Intel that's standardized on SecureWise. And they spoke at our user conference that they would make SecureWise available to any equipment vendor that wanted to have remote access at Intel, and they continue to talk about that at their events with equipment vendors about the importance of getting remote connectivity and superior support. They provide a minimal level through that contract, And then if the customer wants to transmit lots of data, the equipment vendor wants to transmit lots of data and provide more AI-driven solutions, then they direct the equipment vendor to us. So this has been a great way to us to convince every equipment vendor remote access is possible because Intel has made that possible. Now, with this contract we signed this last quarter, took a very significant customer of ours on the equipment side and commit across all 3-millimeter fabs for a number of years. So that communicates to the equipment industry, and SecureWise will be available at any front and fab that you're going to. Intel also, as well as other customers, started making it available in the back-end test and assembly. So if you look at what we've done, we've started to demonstrate that there is a secure life application with the fabs themselves right that was in the intel contract for their own internal use um there is of course uh an expanding capability at the equipment vendors because we're demonstrating that it is a uh is becoming a standard that you can count on uh most places and we're extending it into the back end because the production is getting more complex we we think you know as i said in my prepare marks ultimately more and more of that activity on the SecureWise network will just be agents. It won't necessarily be humans. Already, the majority of the revenue comes from data transmission across the network, which is really a key part of the AI pipeline. So how much bigger do we think it can grow at least at the company growth rate over these next few years? At least at that level.
Okay, great. And then just turning over to the DFI, just maybe talk about the pipeline there, how it's shifted. And there's an eval, you said, in one of the machines that was shipped this quarter. How are you thinking about the ramp there in terms of getting to contracted revenue?
Yeah. So I think we've had a very good dialogue with that customer. We know what kinds of things they want to see the machine do. They selected the machine because they thought it had some very unique capability. This is getting us into the memory market, which is an important step. Expansion into the more mature nodes, expansion to memory. We'll look at geographic expansion as we get further through this year, early next year. You know, so how quickly it converts, I think, you know, these things typically take, you know, close to a year to convert, so I'm not going to go and speculate on when it will convert, but, you know, or if it will convert, but we do see this as an important beachhead for us.
Okay, and then in terms of your CapEx, you're just, Adnan, I wonder if you, I didn't catch all of that, did you say that you sort of felt that the run rate we're seeing for Q2 is going to be the average for the year?
Yeah, let me clarify that. So two comments, two parts. One, that we expect for Q3 and Q4 to CapEx to incrementally be higher compared to where it was for Q2. And then when you look at the whole year of CapEx and just look at an average quarterly amount, the math would say it's similar to where we were in Q2 of this year. So net spending a little bit more. But I think the key thing to take away is, look, with the strength of bookings, with the strength in the business, even with this CapEx, we're looking to grow cash from the level of Q2. So that's something we feel good about.
Operator
As a reminder, ladies and gentlemen, that's star one one to ask the question. Please stand by for our next question. Our next question comes from the line of Christian Schwab with Greg Hallam. Your line is open.
Hey, guys. It's Ben Taxol on for Christian here. A lot of my questions were answered, but just one on the e-probe is, you know, we're on target to hit six this year, it seems like. Is there, what's the visibility looking like in the 27, and, you know, could we ship, you know, another six, or, you know, how can I kind of think about that?
Yeah, well, it's a little, I mean, we are having dialogues with customers about that now, Ben. I don't know that we're ready to go and communicate what we think 2027 would look like. We have been working with our supply chain to both optimize time that it takes to bring things up so we have more flexibility. Capacity we feel pretty good about. We think that they're able to build at a level higher than this. So we feel like we're not limited from a capacity standpoint yet. And a little bit on supply, you know, the biggest issue has just been around timeline and supply chain, you know, we alluded to costs, you know, particularly around the computing element of the solution keep going up on the computing side. So we're doing some things there around how we drive our cost to be a little bit more effective given, you know, where memory prices are going and other things like that. So, you know, I hopefully by later this year, we'll be able to communicate our targets for 2027. in terms of what we think production will be. But, you know, there's potential that we could produce more if we needed to. For sure, there's the leverage there.
Perfect. That's all I got.
Operator
Thank you. As a reminder, ladies and gentlemen, that's star 1-1 to ask the question. At this time, there are no more questions. Ladies and gentlemen, this concludes the program. Thank you for joining us on today's call. You may now disconnect.
