Supercomputers -- Nvidia -- Grace Hopper 200 -- December 2, 2023

Locator: 46219TECH.

In addition to the links below, other links to follow:

• Nvidia, by relevance;
• Nvidia, by date;
• supercomputers by relevance;
• blades, by relevance;

Updates

May 11, 2025: Shay Boloor on Nvidia.

December 3, 2023: update on supercomputing. Also, to some extent, "supercomputing 101."

Later, 8:32 a.m. Before we get started -- Countries: ranked by computer technology.  US is number 1; mainland China is #3. Can you guess, #2?

Original Post

Comment: the fact that none -- repeat, none -- of the CNBC anchors or panelists ever mention "Grace" or "Hopper" or "Grace Hopper 200" or "Hopper 100" in their discussions speaks volumes.

Two days ago: link here.

Back in September, 2023: link here. Perlmutter. Also, here.

August 8, 2023: Forbes, The Grace Hopper 200 superchip.

Back in May, 2023: link here. Grace Hopper 200.

Supercomputers: ranking. Globally, as of November, 2022:

• five of the top ten: Nvida
• two of the top ten: AMD; another two use AMD & Nvidia
• two of the top ten are Chinese and neither uses Nvidia; one used Intel; and one uses a Chinese company;
• one each: Finland, Italy, Japan
• notice which countries are not in the top ten
  

NCSA: Illinois. Link here.

NSF: link here.

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For Investors

Chips, semiconductor: link here.

• Home page for tech: link here.
• The cloud: link here.  
• Streaming: link here. Streaming wars.
• Spatial computing: link here.
• Generative AI: link here. 
• Apple Silicon: link here.

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Screenshots

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More

Number of supercomputers, by country: link here.

Latest and largest: Oak Ridge, Tennessee.

Startling numbers:

• designers: many but only a few "big-name"
• foundries: many, but probably less than number of "big-name" designers. I can think of two or three of any importance
• lithograph equipment: one

Countries: ranked by computer technology.  US is number 1; mainland China is #3. Can you guess, #2?

Week 48: November 27, 2023 -- December 3, 2023

Locator: 46218TOPSTORY.

Top, top story:

• Israel-Gaza: truce ends; mostly blame on Hamas
  

Top North Dakota energy story:

• contributed 37% of nation's increase in crude oil production, month/month; tops all other plays
  

Top story

• 
  

Top international non-story story:

• Russian-Ukraine war continues; drags on and on and on; has taken backseat to Israel-Gaza;
  
• Russia most recently invaded February 22, 2022
• the war actually goes back to 2014
• most recent propaganda suggests Russia has the MOJO now, as US seems to step back
  
• 
  

Top international energy story:

• OPEC in disarray; commits to status quo; further cuts will be voluntary by individual members;
  

Top national non-energy story:

• US equities: remarkable bull run; Dow sets new 52-week; pretty much goes unnoticed;
  
• US Senate won't confirm US military leaders; GOP senator says DOD oversteps authority

Top national energy story:

• 
  

Focus on fracking: most recent edition.

Top North Dakota non-energy story:

• 
  

Top North Dakota energy story:

• 
  

Geoff Simon's quick connects:

• Geoff Simon's quick links.

Bakken economy:

• holding in there -- active rigs running about 36;

Commentary:

WTI Drops Below $75; MRO With Three More Monster Wells In Killdeer Oil Field -- December 1, 2023

Locator: 46217B.

WTI: drops below $75. Trading at $74.38. Everything going JPow's way. This will help keep the price of gasoline from going higher.

Active rigs: 39.

Three new permits, #40360 - #40362, inclusive:

• Operators: EOG, Oasis, Grayson Mill
• Fields: Stanley (Mountrail); Tyrone (Williams); and, Siverston (McKenzie)
• Comments:
• EOG: a Blueberry well, SESE 29-155-90, 
• to be sited 650 FSL and 450 FEL;
• Oasis: a Maverick Federal well, NWNE 12-156-102,
• to be sited 305 NFL and 1604 FEL;
• Grayson Mill, a Scott well, NWNE 13-150-99; 
• to be sited 290 FNL and 2390 FEL;

Six producing wells (DUCs) reported as completed:

• 37693, 0, BR, Long Beaver 1-1-17TFH,
• 37848, 760, Slawson, Genesis 3-13H,
• 37850, 422, Slawson, Genekat Federal 6-13-12TFH,
• 39179, 1,816, MRO, Cinninger 14-32TFH, Killdeer,
  
• 39180, 3,238, MRO, Thorstein 14-32H, Killdeer,
  
• 39351, 1,643, CLR, Clyde Hauge 2-13H

Wells of interest:

39356, drl/A, MRO, Kye 44-31H, Killdeer,

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	9-2023	30	32117	32141	25032	33464	32834	536
BAKKEN	8-2023	31	42799	42848	41366	37805	37636	63
BAKKEN	7-2023	28	45205	44905	53929	36427	36043	266

• 17064, 514, MRO, Dan Tuhy 14-32, t6/08; cum 517K 9/23; huge jump in production; see this note; cum 619K 924;
  

• 39180: 14,058 bbls over 7 days extrapolates to 60,249 bbls crude oil over 30 days; cum 234K 9/24;
  

ool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	9-2023	30	26712	26698	24775	23004	22594	307
BAKKEN	8-2023	29	27580	27623	31552	20936	20766	76
BAKKEN	7-2023	29	38036	38073	52135	28335	27983	226
BAKKEN	6-2023	7	14058	13820	21985	10032	9463	538

• 39179: MRO, Cinnenger 14-32TFH: t7/24; cum 161K 9/24;
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	9-2023	30	23793	23785	39524	21383	21001	286
BAKKEN	8-2023	31	25430	25417	61390	21254	21081	77
BAKKEN	7-2023	28	24947	24815	86934	21128	20863	170

• 39181, drl/A, MRO, Jack 44-31TFH, Killdeer, 22,359 bbls over 8 days extrapolates to 83,846 bbls crude oil over 30 days; t6/24; bcum 168K 9/24;
  

Pool	Date	Days	BBLS Oil	Runs	BBLS Water	MCF Prod	MCF Sold	Vent/Flare
BAKKEN	9-2023	30	18548	18625	26696	16175	15886	216
BAKKEN	8-2023	31	34357	34381	41499	32202	31937	118
BAKKEN	7-2023	30	41634	41792	55734	35213	34771	284
BAKKEN	6-2023	8	22359	21981	33039	18853	17771	1023

TGIF -- December 1, 2023

Locator: 46216ECON.

Dow: hits another 52-week high.

Passenger air travel: there is something very, very remarkable about this. No one has yet discussed this on CNBC. Again, poor analysis -- simply reporting the data.

Bitburger pils: I was having trouble finding this beer this past year -- and then this past weekend, surprise, surprise -- one of my favorite memories -- going into downtown Bitburg, West Germany, to our favorite restaurant for a late night snack: frog legs and Bitburger Pils. My wife had coffee and a dessert. This is from Total Wines and  More, down the street from us, two days ago. I've never, never, never seen a pallet of Bitburger (outside of Germany):

Flashback: my last haircut from a retail barbershop was either in February or March (I forget which month), 2020 —  that’s four years ago. I still haven't returned to a retail barber. Sophia still cuts my hair, though it's starting to cost me more -- LOL -- but ... flashback -- back in 2020 -- one of my first haircuts from Sophia:

MPG: Toyota Camry hybrid: 60 gallons per mile.

Personal investing: I've added NOG and TMO to my portfolio.  The following is not my "entire portfolio." It is where new investment money goes each month. The allotment percentages have been adjusted slightly but for the next three months, all new investment money will go into MSFT as I gradually re-balance the portfolio.

Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. 

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source. 

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The Book Page

I continue to read Skidmore's bio of Richard III.

TILT: I've never understood "royal titles." I learned a bit today. "Dukedoms" are created and re-created numerous times.

Historically, the Duke of York is bestowed upon the second male heir of the royal monarch. The modern example: Elizabeth II's first son is in line for the throne; her second son, Prince Andrew, is the Earl of York who has two daughters but no male heirs. He has remained unmarried since his divorce, and (assuming he has no more children) he will leave no male heirs and the Duke of York will again revert to the crown upon his death. Prince Andrew is the 8th Duke of York.

Which raises the question. The current monarch has two male heirs.  Had things gone differently, would the spare, Harry, been have named the Duke of York? Yes, that is true. 

My notes on Skidmore's bio are in progress but can be found here and here.

Chart Of The Day -- December 1, 2023

Locator: 46215CHARTDAY.

Several years ago a lot was made of BRK buying SNOW.

One year ago and five years ago we all had the same information on SNOW and AVGO.

Hindsight is 20/20: