Locator: 49206INVESTING.
Note: disclaimer. This is not an investment site.
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A Musical Interlude
A Musical Interlude
Tuesday, September 23, 2025
AI -- Large Data Centers -- HEB -- Stargate -- Rambling -- September 23, 2025
Locator: 49205AI.
Spoiler alert: a great lead-in but ran out of time to finish my thoughts on this. So, you will be disappointed how this rambling ends.
About two blocks down the road from us a huge new HEB grocery store is going in. It was announced maybe three years ago. I don't know, I can't recall, but certainly there were rumors and then the announcement two to three years ago. It's a big, big deal. It's going to be a huge HEB grocery store.
HEB is one of only a handful of Texas state icons:
- HEB (including Central Market)
- Bucc-ee's
- Dallas Cowboys
- Dallas Cowboys Cheerleaders
- South Padre Island
And that's it. So, it's a big deal when a new HEB goes in.
Rumors / announcement / news, maybe two years ago, maybe three years ago.
Then last fall, autumn of 2024, we started seeing surveyors and wooden stakes going into the ground where the new HEB was going to go.
Then, they broke ground earlier this year, maybe it was March. I chronicled the first week and every week after that for awhile before I got bored.
So, today, huge progress. We're starting to see cement walls going up.
Real progress. So, I asked Google Gemini when this new HEB was supposed to open. Answer: second half of 2026.
So, two years of construction, from when the wooden stakes first went in until the grand opening.
Two years for a grocery store.
Hold that thought.
Stargate. Abilene. Announced in the Oval Office January 21, 2025 -- could be off a bit on the date, location but it's close. Fact-check it, please.
So, today, September 23, 2025, the largest data center (fact-check please) in the world is operational. The project was announced in January this year. Announced. I don't know when they broke ground; sometime after the announcement,obviously.
Today, it's operational.
And that's just the first cluster in a series of data centers in the Stargate Project.
Seven months from announcement to breaking ground to being operational.
It will take two years to build a grocery store -- and the half of that footprint is devoted to parking. LOL.
Cost of that Stargate campus? $2 billion all in?
The cost of an HEB grocery store runs from $20 million to $40 million depending on size, site, and specials.
Two years to build a $40 million grocery store; eight months for a $2-billion-large-data center.
Oracle is leasing this facility. Say what? We'll get back to this later.
Oracle is taking the lead on TikTok.
I am beginning to think that mom-and-pop investors can't invest in AI fast enough. I'll come back to CNBC later.
I have to quit, but I think folks know where I'm going with this.
See disclaimer.
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Disclaimer
Brief
Reminder
Briefly:
- I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- 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 something appears wrong, it probably is. Feel free to fact check everything.
- 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.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- Longer version here.
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A Musical Interlude
Re-Posting -- Daily Activity Report -- September 23, 2025
Locator: 49204B.
Re-posting. I posted this earlier this afternoon but have had some long non-Bakken posts which "buried" this story.
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Back to the Bakken
Wow, I don't think I've seen a two-page daily activity report -- perhaps in the early days of the boom -- long forgotten.
WTI: $63.70.
Active rigs: 34.
Eight new permits, #42331 -
- Operators: XTO (6); Petro-Hunt (2)
- Fields: Grinnell (Williams); Little Knife (Billings)
- Comments:
- Petro-Hunt has permits for two wells, NWNE 17-144-98, Tachenko,
- to be sited 525 FNL and 2439 FEL; and,
- Hurt, sited 525 FNL and 2571 FEL;
- XTO has permits for six wells, SENE 13-154-96, GBU Artemis (4); GBU Artemis Federal (2),
- to be sited 2175 FLS and 1365 / 1565 FEL.
Three producing wells (DUCs) reported as completed:
- 40513, 1,372, Neptune Operating, Foster 4-9-16 1H, Williams County;
- 40903, 1,063, CLR, Corsican Federal 9-15H, Mountrail County;
- 41640, 997, Neptune Operating, Foster 4-9-16 4H, Williams County;
Stargate -- Update -- How In The World Did We We All Miss This! September 23, 2025
Locator: 49203AI.
Updates
September 25, 2025: from Beth. Stargate. Unprecedented.
Original Post
Don't take this out of context and this is not investment advice but I'm beginning to wonder if investors can keep up with all these opportunities. Has anyone ever seen anything like this ever before? The AI revolution? The Fourth Industrial Revolution? The Six Industrial Revolution?
By the way, has anyone noticed the laptops being used by ESPN now?
Stargate. Tracked here on the blog. On wiki. Announced January 21, 2025; operational today.
Reuters, two hours ago! Link here.
Project announced January 21, 2025.
Operational as of today.
Posted five hours ago. This is Oracle and OpenAI.
A credible source suggests ground is being broken at a second site, Houston, TX. I have no idea on the veracity of this statement.
From Google Gemini AI overview:
From the linked CNBC article;
ABILENE, Texas — OpenAI and Oracle are betting big on America’s AI future, bringing online the flagship site of the $500 billion Stargate program, a sweeping infrastructure push to secure the compute needed to power the future of artificial intelligence.
The debut site in Abilene, Texas, about 180 miles west of Dallas, is up and running, filled with Oracle Cloud infrastructure and racks of Nvidia chips.
The data center, which is being leased by Oracle, is one of the most notable physical landmarks to emerge from an unprecedented boom in demand for infrastructure to power AI. Over $2 trillion in AI infrastructure has been planned around the world, according to an HSBC estimate this week.
OpenAI is leading the way. OpenAI is not yet public.
In addition to the $500 billion Stargate project, the startup on Monday announced an equity investment deal with Nvidia that will add an estimated $500 billion worth of data centers in the coming years. Since 2019, Microsoft has invested billions of dollars in OpenAI, providing loads of access to Azure credits. Additionally, OpenAI contracts with smaller cloud companies for additional compute capacity and help operating its infrastructure.
One building on the Abilene site is operational while another is nearly complete. The campus has the potential to ultimately scale past a gigawatt of capacity, OpenAI finance chief Sarah Friar told CNBC. That would be enough electricity to power about 750,000 U.S. homes.
The data center construction plans are important enough that Nvidia CEO Jensen Huang personally engaged in last-minute negotiations with OpenAI CEO Sam Altman over the weekend to get in on the action, CNBC reported earlier on Tuesday.
Micron -- Earnings -- Quarter Ending August, 2025
Locator: 49202CHIPS.
HBM4: SK Hyinx vs Micron. SK Hyinx has the inside track. Ask a chatbot to compare HBM4, SK Hyinx vs Micron.
Earnings today:
From X: links may not be provided. Easy to find by going to x and searching ticker symbol mu.
**********************************
Disclaimer
Brief
Reminder
Briefly:
- I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- 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 something appears wrong, it probably is. Feel free to fact check everything.
- 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.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- Longer version here.***********************
Futurum AI Fifteen
From Linked In: posted two months ago (summer, 2025)
Futurum Equities, part of The Futurum Group compiled a list of 15 non-Magnificent 7 companies reckoned to play a significant role in the AI rollout.
This list is called the Futurum AI Fifteen, and categorized into three layers: Control, Operating, and Expansion.
These layers represent different roles in the AI economy, from foundational hardware to platforms and emerging applications.
Here they are:
- Control Layer:
- Companies providing the physical infrastructure for AI, such as semiconductors, networking, memory, and chip fabrication:
- AMD ($AMD)
- ARM ($ARM)
- TSMC ($TSM)
- Broadcom ($AVGO)
- ASML ($ASML)
- Qualcomm ($QCOM)
- Micron ($MU)
- Cisco ($CSCO)
- Operating Layer:
- Companies focused on AI platforms, applications, and security, enabling AI deployment and monetization:
- Palantir ($PLTR)
- ServiceNow ($NOW)
- Oracle ($ORCL)
- Snowflake ($SNOW)
- IBM ($IBM)
- CrowdStrike ($CRWD)
- Palo Alto Networks ($PANW)
- Cloudflare ($NET)
- Salesforce ($CRM)
- Expansion Layer:
- Companies in adjacent or emerging AI-related fields with high-growth potential, such as specialized databases or energy solutions for AI:
- Oklo ($OKLO)
- MongoDB ($MDB)
- Astera Labs ($ALAB)
- Adobe ($ADBE)
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Lumen Technologies
Presentation, September 23, 2025
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GLW
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AAPL
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SCHB
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