Locator: 50298LDCS.
Apparently this is a "sponsored" article, but it's a must-read. Most interesting: Ohio.
"In response, new growth is shifting to places where power is cheaper, faster to secure, and easier to expand." --- TEXAS.
Locator: 50298LDCS.
Apparently this is a "sponsored" article, but it's a must-read. Most interesting: Ohio.
"In response, new growth is shifting to places where power is cheaper, faster to secure, and easier to expand." --- TEXAS.
Locator: 50297EPICFURY.
We're "here" because:
Locator: 50296ELECTRICITY.
Hold this map about 24" in front of your eyes and look at the full graphic, looking for black and looking for orange.
Locator: 50295AI.
Clearing off the desktop:
Hinton: link here. The teacher.
Sutskever: link here. The student.
Yann Lecun, Ross Bodnyk, and a whole lot more: link here.
Symbolic vs neural: link here.
The "Vinge Singularity" -- a must-read. Link here.
Locator: 50294TRAINIUM.
Chips are followed here.
Trainium -- AWS.
Again, things are moving very quickly. Wow!
Yes, "everyone" might say this is all about competition among the various semiconductors.
It may be. To some extent.
In fact, LDCs are going to be scrambling for chips from wherever they find them. But as chips become more available, buyers will select based on personal need or based on their particular business model.
Has it come down to this? Nvidia, AMD, and AWS? I don't know. Let's ask a chatbot. From chatbot:
*********************************
The Answer From ChatGPT
The answer: no!
It's even more interesting that that.
The AI chip market is splitting into two tiers:
- global-scale platforms; and,
- serious challengers with asymmetric advantages.
So, is it now AWS vs Nvidia vs AMD?
Nvidia
- still the center of gravity
- CUDA ecosystem = massive moat
- dominates training (still)
- deep ties across all clouds
- even with Trainium, Nvidia is the devault global standard.
AWS
- the most dangerous new entrant
- vertical integration (chips + cloud + customers)
- now anchored by
- OpenAI workloads
- Anthropic alignment
- AWS isn't just competing in chips, it's redefining the stack.
AMD
- the "second source" at scale
- it has a big OpenAI commitment (multi-GW)
- strong hyperscaler relationships
- open ecosystem vs CUDA lock-in
- the only credible horizontal challenger to Nvidia
But here's what I was missing (and it's crucial):
- there are two more players at this level that cannot be left out.
Google (TPUs)
- quietly one of the most powerful players
- TPUs already at one million-chip scale deployments
- deep integration with Anthropic
- fully vertically integrated stack
- chip --> software --> model --> cloud
- Google may be the most complete AI stack in existence.
MSFT (custom silicon + Azure)
- less visible but critical
- custom AI chips (Maia, Cobalt)
- still deeply tied to Nvidia
- massive Azure footprint
- MSFT's strength: control of enterprise + distribution layer
SO, the real "Big 5":
- Nvidia
- AWS
- AMD
- MSFT
Then, there's the second tier -- don't ignore these
- emerging challengers
- Cerebras Systems (wafer-scale chips)
- Groq (ultra-fast inference)
- Tenstorrent
- these are: "if the paradigm shifts, they win" players.
The real shift -- this is the key insight --
the industry is moving from --
- OLD WORLD --
- chips = independent market
- Nvidia sells to everyone
- NEW WORLD --
- chips are strategic weapons inside platforms
What make Trainium different?
- it's not just a chip -- it's a business model shift
- bundled with AWS
- priced to undercut Nvidia
- locked to Amazon ecosystem
Think: Tranium = "private-label AI compute."
AI chips are no longer a semiconductor market -- they're the foundation of competing digital nations:
- Nvidia: think Switzerland (neutral supplier)
- AWS / Google / MSFT: empires
- AMD - balancing force (would this be South Korea, China)?
********************************
What About Apple?
AI prompt:
Except for mentioning Apple at the very, very beginning, Apple was not mentioned again. In the long reply above, one could also divide the chip market into two tiers (personal -- EDGE -- use) vs cloud. Apple has its own EDGE and Cloud and has its own Silicon design -- where is Apple using Trainium? In its iCloud?
I asked the question, got the reply. If readers are interested they can ask the same question on the chatbot they prefer.
Locator: 50293MUSK.
Locator: 50293EVS.
This is a most interesting development.
Tesla: Supercharger station -- link here.
Locator: 50292WELLS.
The wells:
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 1-2026 | 39583 | 71410 |
| 12-2025 | 37079 | 60149 |
| 11-2025 | 35703 | 63241 |
| 10-2025 | 36229 | 59106 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 1-2026 | 19831 | 37963 |
| 12-2025 | 24735 | 40781 |
| 11-2025 | 24604 | 46366 |
| 10-2025 | 27339 | 47025 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 1-2026 | 24408 | 45430 |
| 12-2025 | 38537 | 63601 |
| 11-2025 | 34965 | 63511 |
| 10-2025 | 35709 | 59275 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 1-2026 | 26156 | 56300 |
| 12-2025 | 27088 | 46280 |
| 11-2025 | 31107 | 57010 |
| 10-2025 | 31493 | 54776 |
| 9-2025 | 0 | 585 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 1-2026 | 18472 | 6151 |
| 12-2025 | 19117 | 4150 |
| 11-2025 | 19095 | 3166 |
| 10-2025 | 14175 | 4906 |
| 9-2025 | 1209 | 374 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 1-2026 | 16852 | 5984 |
| 12-2025 | 18026 | 4184 |
| 11-2025 | 18423 | 3308 |
| 10-2025 | 13899 | 5284 |
| 9-2025 | 1103 | 375 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 1-2026 | 17939 | 13301 |
| 12-2025 | 17929 | 12037 |
| 11-2025 | 17141 | 12499 |
| 10-2025 | 31740 | 22812 |
| 9-2025 | 1941 | 1670 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 1-2026 | 11399 | 75845 |
| 12-2025 | 15051 | 92354 |
| 11-2025 | 18879 | 73879 |
| 10-2025 | 31280 | 93586 |
| 9-2025 | 919 | 1876 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 1-2026 | 18226 | 14777 |
| 12-2025 | 19549 | 12879 |
| 11-2025 | 16814 | 11071 |
| 10-2025 | 33887 | 25666 |
| 9-2025 | 2896 | 1329 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 1-2026 | 18410 | 7259 |
| 12-2025 | 20761 | 5134 |
| 11-2025 | 21266 | 3979 |
| 10-2025 | 17612 | 6279 |
| 9-2025 | 4775 | 1727 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 1-2026 | 23229 | 9905 |
| 12-2025 | 26287 | 6560 |
| 11-2025 | 25039 | 4677 |
| 10-2025 | 19514 | 7113 |
| 9-2025 | 3934 | 1330 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 1-2026 | 24370 | 61780 |
| 12-2025 | 35106 | 59590 |
| 11-2025 | 32808 | 44477 |
| 10-2025 | 52088 | 82521 |
| 9-2025 | 24838 | 34467 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 1-2026 | 20338 | 8091 |
| 12-2025 | 24207 | 6289 |
| 11-2025 | 23105 | 4434 |
| 10-2025 | 19013 | 7033 |
| 9-2025 | 4391 | 1513 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 1-2026 | 23061 | 9421 |
| 12-2025 | 28262 | 7090 |
| 11-2025 | 27894 | 5252 |
| 10-2025 | 19290 | 7654 |
| 9-2025 | 7043 | 2913 |
| Date | Oil Runs | MCF Sold |
|---|---|---|
| 1-2026 | 6659 | 4004 |
| 12-2025 | 8412 | 8774 |
| 11-2025 | 2670 | 2334 |
| 10-2025 | 6165 | 4034 |
Locator: 49752WELLS.
Wednesday, May 6, 2026: 15 for the month, 115 for the quarter, 272 for the year,
42102, conf, Hunt Oil, Burke 155-90-36-25H-1,
41890, conf, Oasis, Feiring State 5793 13-16 3BU
41889, conf, Oasis, Feiring State 5793 13-16 2BU,
Tuesday, May 5, 2026: 12 for the month, 112 for the quarter, 269 for the year,
41359, conf, Devon Energy, Marvin 27-34 2H,
Monday, May 4, 2026: 11 for the month, 111 for the quarter, 268 for the year,
42206, conf, Silver Hill Energy, Minnesota W 158-92-4-28-1MBHX,
41845, conf, Hunt Oil, Kandiyohi 159-90-5-17H-3,
Sunday, May 3, 2026: 9 for the month, 109 for the quarter, 266 for the year,
42379, conf, Silver Hill Energy, Nebraska E 158-92-5-29-20MBHX
42187, conf, BR, Omlid 8-8-7-TFH-ULW,
Saturday, May 2, 2026: 7 for the month, 107 for the quarter, 264 for the year,
42205, conf, Silver Hill Energy, Nebraska E 158-92-5-29-3MBHX,
Friday, May 1, 2026: 6 for the month, 106 for the quarter, 263 for the year,
42204, conf, Silver Hill Energy, Texas E 158-92-8-20-3MBHX,
42104, conf, Hunt Oil, Meyer 155-90-31-30H-3,
42103, conf, Hunt Oil, Burke 155-90-36-25H-2,
41644, conf, Hess, EN-Rohde-157-94-3625H-3,
41613, conf, BR, Sivertson 6H,
40960, conf, Hess, EN-Rohde-157-94-3625H-2,
Thursday, April 30, 2026: 100 for the month, 100 for the quarter, 257 for the year,
None.
Wednesday, April 29, 2026: 100 for the month, 100 for the quarter, 257 for the year,
42080, conf, XTO, GBU Hera 33X-7F,
42079, conf, XTO, GBU Hera 33X-7A,
41734, conf, Hess, EN-Hilleren-157-94-1336H-2,
41614, conf, BR, Sivertson 6I,
41360, conf, Devon Energy, Marvin 27-34 3H,
Tuesday, April 28, 2026: 95 for the month, 95 for the quarter, 252 for the year,
42081, conf, XTO, GBU Hera 33X-7B,
41861, conf, Devon Energy, Finn 13-25F 3H,
Monday, April 27, 2026: 93 for the month, 93 for the quarter, 250 for the year,
42185, conf, BR, Omlid 7-8-7 MBH,
42110, conf, Prima Exploration, Gummy Bear 1H,
42082, conf, XTO, GBU Hera 33X-7G,
41482, conf, Devon Energy, Barbara 31-30F 7H,
41139, conf, Hunt Oil, Shell 153-89-17-6H-1,
40571, conf, Hess, EN-Hilleren-157-94-1336H-1,
Sunday, April 26, 2026: 87 for the month, 87 for the quarter, 244 for the year,
42111, conf, Prima Exploration, Gummy Bear 2H,
42084, conf, GBU Hera 33X-7H,
42083, conf, XTO, GBU Hera 33X-7D,
41098, conf, Enerplus, Hamilton 146-97-35-26-4H-WLL,
Saturday, April 25, 2026: 83 for the month, 83 for the quarter, 240 for the year,
42085, conf, XTO, GBU Hera 33X-7C,
41097, conf, Enerplus, Lind 145-97-2-11-6H,
41096, conf, Enerplus, Lind 145-97-2-11-5H,
Friday, April 24, 2026: 80 for the month, 80 for the quarter, 237 for the year,
42184, conf, BR, Omlid 6-8-7 MBH,
41862, conf, Devon Energy, Finn 13-25F 4H,
41362, conf, Devon Enegy, Marvin 27-34 5H,
41361, conf, Devon Energy, Marvin 27-34 4H,
41095, conf, Enerplus, Lind 145-97-2-11-4H,
41094, conf, Enerplus, Lind 145-97-2-11-3H,
41093, conf, Enerplus, Lind 145-97-2-11-2H-WLL,
Thursday, April 23, 2026: 73 for the month, 73 for the quarter, 230 for the year,
41388, conf, Hess, BW-Barbara Ann-LE-149-100-1705H-1,
41793, conf, XTO, GBU Apollo Federal 14X-12D-N,
Wednesday, April 22, 2026: 71 for the month, 71 for the quarter, 228 for the year,
41791, conf, XTO, GBU Apollo 14X-12D-S,
41380, conf, Enerplus, Hamilton 146-97-35-26-8H-ELL,
41103, conf, Enerplus, Hamilton 146-97-35-26-7H,
41102, conf, Enerplus, Hamilton 146-97-35-26-6H,
41101, conf, Enerplus, Hamilton 146-97-35-26-5H,
40793, conf, Hess, GO-Seaton-156-98-0607H-3,
Tuesday, April 21, 2026: 65 for the month, 65 for the quarter, 222 for the year,
41790, conf, XTO, GBU Apollo 14X-12G-S
41789, conf, XTO, GBU Apollo 14X-12H-S,
Monday, April 20, 2026: 63 for the month, 63 for the quarter, 220 for the year,
42183, conf, BR, Omlid 5-8-7 TFH,
41875, conf, Phoenix Operating, Nystuen 20-17-8-5 5H,
41874, conf, Phoenix Operating, Nystuen 20-17-8-5- 4H,
41873, conf, Phoenix Operating, Nystuen 20-17-8-5 2H,
41872, conf, Phoenix Operating, Nystuen 20-17-8-5 1H,
41788, conf, XTO, GBU Apollo Federal 14X-12H-N,
41786, conf, Phoenix Operating, Nystuen 20-17-8-5 3H,
41733, conf, Hess, EN-Binger-157-94-1201H-4,
41389, conf, Hess, BW-Sharen Lynor-E-149-100-2032H-1,
41320, conf, Hunt Oil, Shell 153-89-17-7H-1,
Sunday, April 19, 2026: 53 for the month, 53 for the quarter, 210 for the year,
41787, conf, XTO, GBU Apollo Federal 14X-12C-N,
41732, conf, Hess, EN-Binger-157-94-1201H-5,
41441, conf, Hess, GO-Seaton-156-98-0607H-4,
Saturday, April 18, 2026: 50 for the month, 50 for the quarter, 207 for the year,
41442, conf, Hess, GO-Seato-156-98-0607H-5,
Friday, April 17, 2026: 49 for the month, 49 for the quarter, 206 for the year,
40953, conf, Hunt Oil, Shell 153-89-6-31H 1,
Thursday, April 16, 2026: 48 for the month, 48 for the quarter, 205 for the year,
42182, conf, BR, Omlid 4--7 MBH,
42180, conf, BR, Abercrombie 112MBH,
41804, conf, XTO, GBU Athena 31X-3H,
41803, conf, XTO, GBU Athena 31X-3D,
40954, conf, Hunt Oil, Shell 153-89-8-17H 1,
Wednesday, April 15, 2026: 43 for the month, 43 for the quarter, 200 for the year,
41802, conf, XTO, GBU Athena 31X-3G,
40867, conf, Hess, RS-Piepkorn-155-92-1208H-2,
Tuesday, April 14, 2026: 41 for the month, 41 for the quarter, 198 for the year,
41945, conf, Phoenix Operating, Goodnight 22-15 5H,
41944, conf, Phoenix Operating, Goodnight 22-15 4H,
41943, conf, Phoenix Operating, Goodnight 22-15 2H,
41942, conf, Phoenix Operating, Goodnight 22-15 1H-LL,
41871, conf, Phoenix Operating, Goodnight 22-15 3H,
41801, conf, XTO, GBU Athena 31X-3C,
41800, conf, XTO, GBU Athena 31X-3F,
40634, conf, Hunt Oil, Oakland 154-89-30-19H-1,
Monday, April 13, 2026: 33 for the month, 33 for the quarter, 190 for the year,
42179, conf, BR, Abersom 1-12 UTFH, ULW,
41799, conf, XTO, GBU Athena 31X-3A,
41387, conf, Hess, BW-Barbara Ann-149-100-1705H-3,
Sunday, April 12, 2026: 30 for the month, 30 for the quarter, 187 for the year,
42177, conf, BR, Omlid 3-8-7 TFH,
41927, conf, Formentera Operations, Wildcat Hollow-16-33-PGN S512HF,
41159, conf, Hess, BW-Sharen Lynor-149-100-2032H-3,
Saturday, April 11, 2026: 27 for the month, 27 for the quarter, 184 for the year,
41504, conf, Hess, RS-Piepkorn-155-92-1208H-1,
Friday, April 10, 2026: 26 for the month, 26 for the quarter, 183 for the year,
42181, conf, BR, Abercrombie 2-12UTFH,
40821, conf, Hunt Oil, Oakland 154-89-29-32H 1
40820, conf, Hunt Oil, Oakland 154-89-19-18H 3,
40635, conf, Hunt Oil, Oakland 154-89-32-5H-1,
Thursday, April 9, 2026: 22 for the month, 22 for the quarter, 179 for the year,
41870, conf, Formentera Operations, Wildcat Hollow-16-33-PGN S516HF,
41869, conf, Formentera Operations, Wildcat Hollow-16-33-PGN S614HF,
Wednesday, April 8, 2026: 20 for the month, 20 for the quarter, 177 for the year,
42311, conf, Phoenix Operating, Terry Nelson 34-27-22 4HR,
42176, conf, BR, Omlid 2-8-7 MBH,
42071, conf, Phoenix Operating, Terry Nelson 34-27-22 5H-LL,
42069, conf, Phoenix Operating, Terry Nelson 34-27-22 3H,
42068, conf, Phoenix Operating, Terry Nelson 34-27-22 2H,
42067, conf, Phoenix Operating, Terry Nelson 34-27-22 1H,
41931, conf, Formentera Operations, Wildcat Hollow 16-33-PGN S618HF,
Tuesday, April 7, 2026: 13 for the month, 13 for the quarter, 170 for the year,
41985, conf, Formentera Operations, Wildcat Hollow 16-16-PGN N115DW,
Monday, April 6, 2026: 12 for the month, 12 for the quarter, 169 for the year,
42371, conf, Kraken, Charity 3-10-15 5H,
41926, conf, Oasis, Anderson 5402 12-18 3BJ,
41925, conf, Oasis, Anderson 5402 12-18 2BJ,
Sunday, April 5, 2026: 9 for the month, 9 for the quarter, 166 for the year,
42175, conf, BR, Omid 1-8-7-TFH,
41502, conf, Hess, RS-Sorenson-155-92-0105H-2,
Saturday, April 4, 2026: 7 for the month, 7 for the quarter, 164 for the year,
None.
Friday, April 3, 2026: 7 for the month, 7 for the quarter, 164 for the year,
42219, conf, CLR, Louisville Federal 7-7HSL,
41683, conf, Hunt Oil, State A 156-90-9-16H-2,
41424, conf, Hunt Oil, State A 156-90-9-16H-3;
Thursday, April 2, 2026: 4 for the month, 4 for the quarter, 161 for the year,
42218, conf, CLR, Louisville Federal 6-7H,
Wednesday, April 1, 2026: 3 for the month, 3 for the quarter, 160 for the year,
41446, conf, Whiting, Violet Olson 5596 13-5 4B,
41445, conf, Whiting, Violet Olson 5596 13-5 3B,
41444, conf, Whiting, Violet Olson 5596 13-5 2B,
Data for 1Q26: 1Q26
Data for 4Q25: 4Q25
Data for 3Q25: 3Q25
Data for 2Q25: 2Q25
Data for 1Q25: 1Q25
Data for 4Q24: 4Q24
Data for 3Q24: 3Q24
Data for 2Q24: 2Q24
Data for 1Q24: 1Q24
Data for 4Q23: 4Q23
Data for 3Q23: 3Q23
Data for 2Q23: 2Q23
Data for 1Q23: 1Q23
Data for 4Q22: 4Q22
Data for 3Q22: 3Q22
Data for 2Q22: 2Q22
Data for 1Q22: 1Q22
Data for 4Q21: 4Q21
Data for 3Q21: 3Q21
Data for 2Q21: 2Q21
Data for 1Q21: 1Q21
Data for 4Q20: 4Q20
Data for 3Q20: 3Q20
Data for 2Q20: 2Q20
Data for 1Q20: 1Q20
Locator: 50291WELLS.
Wednesday, April 1, 2026: 3 for the month, 3 for the quarter, 160 for the year,
41446, conf, Whiting, Violet Olson 5596 13-5 4B,
41445, conf, Whiting, Violet Olson 5596 13-5 3B,
41444, conf, Whiting, Violet Olson 5596 13-5 2B,
Tuesday, March 31, 2026: 53 for the month, 157 for the quarter, 157 for the year,
None.
Monday, March 30, 2026: 53 for the month, 157 for the quarter, 157 for the year,
42217, conf, CLR, Louisville FIU 5-7H,
41447, conf, Whiting, Violet Olson 5596 13-5 5BX,
Sunday, March 29, 2026: 51 for the month, 155 for the quarter, 155 for the year,
42216, conf, CLR, Louisville FIU 4-7H,
42052, conf, Petro-Hunt, Tinjum 159-91-31C-19-1H,
41477, conf, Hunt Oil, State C156-90-3-36H-5,
41476, conf, Hunt Oil, State C 156-90-3-36H-4,
Saturday, March 28, 2026: 47 for the month, 151 for the quarter, 151 for the year,
42245, conf, CLR, Addyson 7-23H,
42215, conf, CLR, Louisville FIU 3-7H,
42189, conf, BR, Abercrombie 8-8-12 MBH,
42053, conf, Petro-Hunt, Tinjum 159-91-31D-19-2H,
41503, conf, Hess, RS-Sorenson-155-92-0105H-1,
20595, conf, Devon Energy, Wahus Federal 152-97-13-24-1H,
Friday, March 27 2026: 41 for the month, 145 for the quarter, 145 for the year,
42246, conf, CLR, Charleston 8-22HSL,
42054, conf, Petro-Hunt, Tinjum 159-91-31D-19-2H,
41501, conf, Hess, RS-Sorenson-155-92-0105H-3,
Thursday, March 26, 2026: 38 for the month, 142 for the quarter, 142 for the year,
41368, conf, Hunt Oil, State C 156-90-4-36H-2,
Wednesday, March 25, 2026: 37 for the month, 141 for the quarter, 141 for the year,
42247, conf, CLR, Richmond 6-26H,
42240, conf, CLR, Charleston 7-15H,
42188, conf, BR, Abercrombie 7-8-12UTFH,
41460, conf, Hunt Oil, State A 156-90-9-16H-5,
Tuesday, March 24, 2026: 33 for the month, 137 for the quarter, 137 for the year,
41193, conf, Devon Energy, Eide 6-7 8H,
Monday, March 23, 2026: 32 for the month, 136 for the quarter, 136 for the year,
42241, conf, CLR, Addyson 6-14H,
41367, conf, Hunt Oil, State C 156-90-4-36H-2,
41366, conf, Hunt Oil, State A 156-90-9-16H-4,
20716, conf, Devon Energy, Marvin 27-34 1H,
Sunday, March 22, 2026: 28 for the month, 132 for the quarter, 132 for the year,
None.
Saturday, March 21, 2026: 28 for the month, 132 for the quarter, 132 for the year,
42248, conf, CLR, Olympia 6-27HSL,
42097, conf, BR, RollaKellog 61-ULW
Locator: 50290LNG.
If you can't get to sleep on a Friday or a Saturday night, I highly recommend you go to the "links" at my "link page," linked below. For what I enjoy, these are incredibly good links.
I could find something to post from each of the links below if I wanted, but there's a link that investors need to visit, especially those investors upset with their portfolios right now due to "the war."
I'll post that link elsewhere. Link here.
Locator: 50289LNG.
Or go directly to the story: link here. The link takes you to a very, very long blog.
This is the lede: