Anton Leicht says the Gulf looked like an obvious place for massive AI compute until drones started hitting the data centers and substations: "Now the drones keep hitting the substations and keep hitting the data centers, and so people are kind of having second thoughts about building out in the Gulf." "My colleague wrote about this a little bit more than a year ago, 'Are you guys sure that we want to put all these data centers in the Gulf where there's a lot of drones flying around?" "The…