Walmart like so many product flow dependent retailers, read that as Amazon, who also uses Hydrogen powered mobile warehouse equipment, will always have a backup modality, namely BEV's.
We've heard many things from Electrovaya about doing business with Walmart. What's always missing is a major commitment from Walmart, why? Because Electrovaya is way to small an enterprise to depend on, it would be akin to Apple depending on a fledgling telecom semiconductor provider for an upcycle release of the next iPhone.