AI:AM GUEST

Lonis Hamaili

Managing Partner, Cambrian

APPEARANCES

One AI:AM appearance.

EPISODE 2026-10-22 · OCT 22, 2026

GPU Markets, Government AI Spending, and the Physical AI Supply Chain

Evan Conrad and Lonis Hamaili discuss GPU rental pricing, AI financing, government AI spending, cybersecurity, and semiconductor supply-chain bottlenecks.

GUESTS · Evan Conrad, Lonis Hamaili