Wednesday, November 5, 2025

Charles Kennedy: You Can Take It To The Bank -- ADNOC, SLB Partnership -- November 5, 2025

Locator: 49351BEARMARKET.

The market: wow, that was a short bear market. One day?

COTD: did we do chart of the day yet? LOL. This is pretty amazing. Of my "tech" investments, this was my last choice, and one I really, really questioned.

 

SIR

Yet another reason why the fourth (sixth?) industrial revolution is not a bubble.  

Link here

The announcement, made at ADIPEC 2025 in Abu Dhabi, marks the start of a phased deployment across all 25 of ADNOC’s onshore and offshore oil and gas fields by 2027.

The AiPSO platform, powered by SLB’s Lumi data and AI platform and Cognite Data Fusion, integrates millions of real-time data points from wells and processing facilities. It uses advanced analytics and proprietary machine learning models developed by ADNOC to predict issues, optimize performance, and enhance production capacity.

Currently active at eight ADNOC fields, AiPSO connects office and field operations in real time, enabling engineers to diagnose issues and optimize wells within minutes—tasks that previously took days. The result, according to ADNOC, is a dramatic improvement in workforce productivity and operational efficiency.

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Qualcomm and India

And another exhibit if you need more convincing. 

Link here

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The Magazine Page 

The exhibits continue: the fourth industrial revolution is not a bubble. AI is not a bubble. It's the only thing in which big investors are interested.  

The New Yorker
November 3, 2025, p. 2025

Link here


"AI Is Thinking"

Link here