California dismissed them as backward. Now they’re building America’s future.

For two decades, California treated the physical world like an irritating inconvenience, confident that America would forever run on ad clicks and overpriced software. That bet paid off handsomely, until the servers running those digital empires required more power than the local electric utility could deliver without accidentally starting a forest fire.

Now the ground is moving. Silicon Valley didn’t get outsmarted, but it did get outpowered. Corporate headquarters, engineering talent, and investment capital are heading for the Gulf South, a heavy-duty industrial coastline running from Texas through Louisiana, Mississippi, and Alabama over to Florida. This regional migration is a much bigger story than the search for lower taxes. It marks a fundamental shift in how the nation generates real economic value.

The Silicon Valley aristocracy spent