Zach Dell
2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 15, 2025 by Zach Dell · across every show →
On the record as a speaker too: Zach Dell's record, appearances and statements → this page counts the times other people say the name.
Everything said about Zach Dell, 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…”
Oct 15, 2025 neutral
Dell: China has lowest global power costs via massive grid buildout
“It's supply and demand. It's because they built out a massive amount of supply, and it's all of the above, right? They built nuclear reactors. They built solar farms. They built wind farms. They built a ton of battery storage. They have, you know, tons of high…”