Wells Coming Off Confidential List This Next Week -- August 31, 2025

Locator: 49005WELLS.

The wells:

Wednesday, September 10, 2025: 14 for the month, 107 for the quarter, 547 for the year, 
41521, conf, MRO, Semerad 11-18H, 

Tuesday, September 9 2025: 13 for the month, 106 for the quarter, 546 for the year,
40576, conf, KODA Resources, Amber 1336-5BH,

Monday, September 8, 2025: 12 for the month, 105 for the quarter, 545 for the year, 
None.

Sunday, September 7, 2025: 12 for the month, 105 for the quarter, 545 for the year,
40813, conf, Enerplus, Fort Berthold 148-94-19D-18-9H,

Saturday, September 6, 2025: 11 for the month, 104 for the quarter, 544 for the year, 
41076, conf, Hess, GO-Foss Fam TRST-156-97-2314H-5,
40812, conf, Enerplus, Fort berthold 148-94-19D-18-8H,
40577, conf, KODA Resources, Amber 1336-6BH,

Friday, September 5, 2025: 8 for the month, 101 for the quarter, 541 for the year,
40503, conf, Hess, GO-Foss Fam TRST-156-97-2314H-4,
36719, conf, Enerplus, Fort Berthold 148-94-19C-18-6H,
36718, conf, Enerplus, Fort Berthold 148-94-19C-18-7H,

Thursday, September 4, 2025: 5 for the month, 98 for the quarter, 538 for the year, 
40652, conf, Oasis, Lake Trenton Federal 5302 21-31 3B,

Wednesday, September 3, 2025: 4 for the month, 97 for the quarter, 537 for the year,
41176, conf, KODA Resources, Amber 1435-5BH,

Tuesday, September 2, 2025: 3 for the month, 96 for the quarter, 536 for the year,
40946, conf, Hess, TI-H. Bakken-157-94-0712H-3,

Monday, September 1, 2025: 2 for the month, 95 for the quarter, 535 for the year,
40705, conf, Oasis, Lake Trenton Federal 5302 21-31 4B,
37544, conf, Hess, AN-Lone Tree-152-95-1207H-8,

Sunday, August 31, 2025: 55 for the month, 93 for the quarter, 533 for the year,
None.

Saturday, August 30, 2025: 55 for the month, 93 for the quarter, 533 for the year,
None.

On A Sunday Night -- Three Geo-Political Dots That May Connect -- August 31, 2025

Locator: 49004DEPARTMENTOFWAR.

Are any of these dots connected?

• Israel takes out (kills) Hamas spokesman Abu Obeida (Israel confirms)
  
• Europe appears to be getting serious about sending troops to Ukraine (multiple sources); and,
• Domino's Pizza activity in vicinity of Pentagon busier than usual Sunday night (x).

Amazon's Project Rainier -- Apple Reportedly Using New, High-End Amazon Trainium2 Chips -- August 31, 2025

Locator: 49003AMAZON. 

Amazon chips: wiki. Must-read. Annapurna Labs -- an Israeli company now fully owned by Amazon.

In November 2024 Annapurna announced their second generation Trainium 2 intended for training AI models. Based on their internal testing, Amazon are claiming "a 4-times performance increase between Trainium 1 and Trainium 2".

AWS Graviton - an ARM-based CPU developed by Annapurna Labs for exclusive use by Amazon Web Services.

Note: some sources call them "Trainum 2" chips and other sources call them "Trainium2" chips. In AI, "spaces" are "tokens."

From CHIPS:

AWS (Amazon): new chips -- Ocelot (quantum computing); competing with Nvidia -- Trainium, Inferentia. World's largest supercomputer to be completed in 2025 (?) -- Project Rainier -- partnered with Anthropic, AI --> Claude.

What is Project Rainier? Link here. 

From the linked press release:

Spread across multiple data centers in the U.S., the sheer size of the project is unlike anything AWS has ever attempted.

AWS customer AI safety and research company Anthropic will use this brand-new “AI compute cluster” to build and deploy future versions of its leading AI model, Claude.

“Rainier will provide five times more computing power compared to Anthropic’s current largest training cluster,” said Gadi Hutt, director of product and customer engineering at Annapurna Labs, the specialist chips arm of AWS responsible for designing and building the hardware that will power the project.

To deliver on that mission, Project Rainier is designed as a massive “EC2 UltraCluster of Trainium2 UltraServers.” The first part refers to Amazon Elastic Compute Cloud (EC2), an AWS service that lets customers rent virtual computers in the cloud rather than buying and maintaining their own physical servers.

The more interesting bit is Trainium2, a custom-designed AWS computer chip built specifically for training AI systems. Unlike the general-purpose chips in your laptop or phone, Trainium2 is specialized for processing the enormous amounts of data required to teach AI models how to complete all manner of different and increasingly complex tasks—fast.

To put the power of Trainium2 in context: a single chip is capable of completing trillions of calculations a second. If, understandably, that’s a little hard to visualize: consider that it would take one person more than 31,700 years to count to one trillion. A task that would require millennia for a human to complete can be done in the blink of an eye with Trainium2.

Impressive, yes. But Project Rainier doesn’t just use one, or even a few, chips. This is where the UltraServers and UltraClusters come in.

Impressive, yes. But Project Rainier doesn’t just use one, or even a few, chips. This is where the UltraServers and UltraClusters come in.Traditionally, servers in a data center operate independently. If and when they need to share information, that data has to travel through external network switches. This introduces latency (i.e, delay), which is not ideal at such large scale.

AWS’s answer to this problem is the UltraServer. A new type of compute solution, an UltraServer combines four physical Trainium2 servers, each with 16 Trainium2 chips. They communicate via specialized high-speed connections called “NeuronLinks.” Identifiable by their distinctive blue cables, NeuronLinks are like dedicated express lanes, allowing data to move much faster within the system and significantly accelerating complex calculations across all 64 chips.

When you connect tens of thousands of these UltraServers and point them all at the same problem, you get Project Rainier—a mega “UltraCluster.”

ChatGPT confirms the above.

Trainium2-powered EC2 instances (Trn2) are generally available, offering up to 4× the performance of first-gen Trainium. A single instance packs 16 Trainium2 chips, delivering approximately 20.8 petaflops of FP8 compute, with 1.5 TB HBM3 memory and 46 TB/s memory bandwidth. Pricing performance is 30–40% better than comparable GPU-based P5e/P5en instances.

The Trn2 UltraServers—which connect 64 Trainium2 chips across four Trn2 instances via the proprietary NeuronLink interconnect—are available in preview. Each UltraServer delivers up to 83.2 petaflops, with 6 TB HBM3 and 185 TB/s bandwidth, along with 12.8 Tb/s EFAv3 networking for large-scale AI workloads.

Anthropic is a major early adopter: AWS and Anthropic are building an interconnected supercluster—or “Ultracluster”—with hundreds of thousands of Trainium2 chips to train next-gen models, estimated to be 5× the exaflops of their previous infrastructure.

AWS has labeled this deployment effort Project Rainier—a high-performance AI compute infrastructure underway in AWS data centers.

Apple is reportedly also testing and evaluating Trainium2 chips for potential AI workloads, signaling broader industry interest beyond AWS-internal users.

Where are AWS data centers located? 

• United States
• US East (N. Virginia) – Ashburn, Loudoun County, Virginia (largest AWS hub globally)
• US East (Ohio) – Columbus, Ohio
• US West (N. California) – Bay Area
•  US West (Oregon) – Boardman, Oregon -- on the Columbia River, 165 miles east of Portland
  
• AWS GovCloud (US-East/West) – Isolated regions for U.S. government, locations not fully disclosed but tied to Virginia and Oregon
• Canada (2)
  
• South America (1)
• Europe (8)
• Middle East (3)
• Africa (1)
• Asia-Pacific (10)
• China (2,special operations, separate from the rest)

Sacramento Blindsides Merced -- August 31, 2025

Locator: 49002BULLETTRAIN.

From one of the sources above:

California High-Speed Rail Authority board members heard words of frustration and disappointment from Merced officials Thursday – nearly a week after a report from the agency suggested possibly removing Merced from the bullet train’s initial operating segment.

Local officials like Frank Quintero, Merced’s deputy city manager, say they were given no advance notice before the authority released its 2025 Supplemental Project Update Report on Friday, Aug. 22.

Quintero, who addressed the board of directors in person during the public comment session of Thursday’s meeting in Sacramento, said the city of Merced has considered the High-Speed Rail Authority as a partner going back to the project’s inception more than two decades ago.

Despite that partnership, Quintero said Merced recently felt abandoned, receiving “no communication, and no courtesy heads up” prior to the release of the report that included the potential for Merced to be left off of the route for initial operations.

“We felt blindsided on Friday, Aug. 22 when the project update was released suggesting Merced be resequenced,” Quintero said.

Quintero added that Merced has always stood by the authority when they needed letters of support or someone to testify on behalf of the project.

“We are grateful for the optimism high-speed rail has brought to the community, but that brilliance is now tarnished,” Quintero said.

“We hope that a crystal clear line of communication is reestablished between the High-Speed Rail Authority and the city of Merced. We hope to rekindle the partnership with the authority, rather than feel like we don’t belong and (have) been abandoned.”

While other local officials were more subdued in their remarks toward the board, the feeling was palpable that Merced had not been treated in good faith.

The 31-mile segment that has not yet been cleared environmentally is the segment from Union Station in downtown Los Angeles to Anaheim (think Disneyland). 

Saturday Night -- The Midnight Hour -- August 30, 2025

Locator: 49001ARCHIVES.

NASCAR:  I hate road courses; I won't be watching the races this weekend in Portland, OR.

College football: is Texas' season already over, after one game? Beaten decisively by Ohio State.  

NFL's season opener: Dallas Cowboys vs Philadelphia Eagles (think Jim Cramer), Thursday night, September 4, 2025. Normally, Thursday night is an Amazon night but the opening game will be televised on NBC; streamed on Peacock.

Television: I'm in my "James Rockford" phase -- binge watching The Rockford Files on some streaming network, via Hulu / Amazon Fire Stick. 

Road trip: tomorrow I'll be starting a road trip. Will be on the road for six days or so. All I can say is that it won't be "Route 66" but that's where I would prefer to be.

Oldest daughter: completed her week paddle boarding the Norwegian fjiords. Now in Germany visiting old friends, and then next week will be back home. To a new apartment. It's been a busy week.

Amazon (Prime) owns MGM but that doesn't mean the MGM library is "free" to Amazon Prime subscribers. If you're curious, ask ChatGPT. Bottom line: MGM is a wholly owned subsidiary of Amazon; the latter (Amazon) has monetized the MGM library. The MGM library-post 1986 is owned by Amazon.  

MGM-post 1986: when asked the most "important" MGM-post 1986 movies, this was ChatGPT's answer:

• James Bond films (GoldenEye, 1995; Casino Royale, 2006, Skyfall, 2012, and, No Time To Die, 2021).
• The Silence of the Lambs, 1991;
• Legally Blond, 2001;
• The Rocky / Creek franchise, since 2006;
• The Handmaid's Tale, 2017 -- ;
• Vikings, 2013 & Vikings: Valhalla, 2022 - 
• Tomb Raider, 2001, 2003, 2018;
• The Hobbit Trilogy, 2012 - 2014;
• The Pink Panther, 2006 & reboot IP
• Stargate, 1994 and spin-offs.

None of the MGM-post 1986 offerings above excite me; not in the least. 

JustWatch: to find out what movies / television shows are available for streaming, check out JustWatch.