We Took A Look At Microsoft’s Pecos Data Center Build [Notes from the Road] October 2, 2026 Infill Thoughts Read More »
At MASSIVE New West Texas AI Data Center, We Observed An Active Construction Zone This Week [Notes from the Road] September 25, 2026 Infill Thoughts Read More »
The AI Data Center Power Trade’s Hidden Variable Could Re-Price Tight Oil Plays August 21, 2026 Infill Thoughts Read More »
Amazon Joins Microsoft In The Emerging Permian Delaware Basin Hyperscale Data Center Trend August 10, 2026 Infill Thoughts Read More »
BIG Microsoft Data Center Is Coming To The Permian For Speed-To-Power [Chart of the Day] June 22, 2026 Out Think Read More »
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“PermiElon”? A Super Major Is Planning A WTX Hyperscale AI Data Center, But Cannot Say For Whom… November 12, 2025 Infill Thoughts Read More »