Gulf
also referred to as: the gulf
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 15, 2025 by Zach Dell · across every show →
Everything said about Gulf, oldest first
Oct 15, 2025 bullish
Dell: AI workloads will concentrate heavily in Texas and the Gulf
“I think the highly energy intense workloads will converge around the low cost electricity places. You'll see a lot of that go to the Gulf. You'll see a lot of that go to Texas. And you're seeing that now, right, with Stargate and Abilene and all the big produc…”