Sunday, November 2, 2025

Production Data For New Wells Reporting This Next Week -- November 2, 2025

Locator: 49321WELLS.  

The wells:

41726, conf,  Kraken, Kisner LW 24-13-12 10H, Green Lake, 

DateOil RunsMCF Sold
8-2025131358163

34780, conf, Enerplus, Paprika 148-94-11D-2H-TF, McGregory Buttes, 

DateOil RunsMCF Sold
8-20252848626454
7-20252579921262
6-20252609719032
5-2025147149968

34779, conf, Enerplus, Hatch 148-94-11D-2H, McGregory Buttes, 

DateOil RunsMCF Sold
8-20251788318151
7-20253214832409
6-20252722620912
5-2025146799533

41725, conf, Kraken, Kisner 24-13-12-2H, Green Lake, 

DateOil RunsMCF Sold
8-2025138798652

41086, conf, Hess, BB-Siverston-151-95-2019H-9, Blue Buttes, 

DateOil RunsMCF Sold
8-20251245248876
7-20251762454517
6-20252285041749
5-20251704221486

40660, conf, Hess, BB-Siverston-151-95-2019H-10, Blue Buttes, 

DateOil RunsMCF Sold
8-20253154585669
7-20253984774765
6-20253857068986
5-20253050759124

41247, conf, Hess, EN-Hegland-156-94-3229H-4, Manitou, 

DateOil RunsMCF Sold
8-20251017020992
7-20251569928108
6-20252017938006
5-20252029332577

41246, conf, Hess, EN-Hegland-156-94-3229H-5, Manitou, 

DateOil RunsMCF Sold
8-20251825035475
7-20251640133367
6-20252316442471
5-20252038514277

40837, conf, Oasis, Behan Federal 5301 42-29 5B, Indian Hill, 

DateOil RunsMCF Sold
8-20252197616565
7-20252365518354
6-20252190715570

40836, conf, Oasis, Behan Federal 5301 42-29 3B, Indian Hill, 

DateOil RunsMCF Sold
8-20252780420362
7-20252834920744
6-20252328615558
5-20252018513103

40805, conf, Oasis, Behan Federal 5301 42-29 4B, Indian Hill, 

DateOil RunsMCF Sold
8-20252658618564
7-20252934221996
6-20252514918837
5-20251710711651

41322, conf, Grayson Mill, Falcon 25-27F 5HR, 

DateOil RunsMCF Sold
8-20252023316701
7-20252939626382
6-20251866014970
5-20252007615401

37279, conf, Whiting, State Federal 21-16-2H, 

DateOil RunsMCF Sold
8-20251471527182
7-20251560027225
6-20252244728788
5-20251944628846

37278, conf, Whiting, State Federal 21-16H, Bully, 

DateOil RunsMCF Sold
8-20251428226314
7-20251389923470
6-20252144127182
5-20251539423071

37280, conf, Whiting, State Federal 21-16-3H, Bully, 

DateOil RunsMCF Sold
8-20251603829638
7-20251653128787
6-20252309229734
5-20252147232176

37281, conf, Whiting, State Federal 21-16-4H, Bully, 

DateOil RunsMCF Sold
8-20251513829678
7-20251502622042
6-20252127627872
5-2025030967
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Focus On Dividends — ABBV — November 2, 2025

Locator: 49320DIV.  

ABBV.

Up: 4.26%

Previous : $1.64.

New: $1.71.

DOR: 1/16/25

EX-DIV:  1/17/26

Payable: 2/17/26

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Saturday, November 1, 2025

Jargon: Broadcom's XPUs -- November 1, 2025

Locator: 49319XPUS.  

See this post, also. 

Jargon / chips:

  • CPUs: general-use chips that "run" the device (desktop computer, laptop, tablet, wearable).
  • GPUs: optimized for specific functions, but not AI; working alongside CPUs
  • NPUs: optimized for specific functions, specifically AI for "edge" devices.
  • TPUs: optimized for AI in the cloud. 

To this, add Broadcom's XPUs.

Link here.

Broadcom this week announced that it had signed an agreement to supply $10 billion worth of AI data center hardware to an undisclosed customer. The hardware includes custom-designed AI accelerators tailored for workloads specific to the client, as well as other gear from the company. It is widely rumored that the customer in OpenAI, which reportedly intends to use the AI processors for inference workloads, and the sheer scale of the order could amount to several million AI processors.  
Link here.

Broadcom has demonstrated that it is perhaps the world's largest processor. But for what application? When we visited TSMC's events, we were always shown a deck of multi-chiplet processors that use the company's chip-on-wafer-on-substrate (CoWoS) packaging technology and feature near the reticle limit (858mm^2, 26 mm by 33 mm) compute chiplets. We cannot take photos of the deck, but there are certainly processors that grab attention. One of those devices comes from Broadcom, and it has been shown at the company's recent investor events.

For most observers, Broadcom is a networking and telecommunications giant, but the company also has a significant custom chip design business. For those unfamiliar with this unit of Broadcom, Google is one of the company's most prominent clients in terms of contract chip design.

However, just like TSMC, Broadcom does not announce its clients. For those who want to rekindle its short-term innovations, Broadcom has a list of them in its recent press release. What it does to impress is demonstrate its vast accomplishments to its investors. These are indeed vast, as observed by our friend and colleague Patrick Moorhead of Moor's strategies market analysis company.

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Chatbots -- LLM -- AI -- Chart Of The Day -- November 1, 2025

Locator: 49318CHATBOTS.  

For background, see this post. 

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US Crude Oil Field Production -- August, 2025, Production -- Posted November 1, 2025

Locator: 49317OIL.  

Link here. 

Fewer rigs.

Record production.

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