Thursday, January 29, 2026

Quick! What's The "Chokepoint" For "Compute" -- If You Answered Energy -- Wrong -- January 29, 2026

Locator: 49874COMPUTE.

The answer greatly "confronts" large data centers, the cloud, companies like Amazon, Meta, Google, etc.

This reminds me very much of what we saw during the Bakken revolution in North Dakota, from 2007 to 2010.