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 »
Another OFS Power Solutions Launch Coincides With DeepSeek Freak Out… Where Do We Go From Here? January 27, 2025 Infill Thoughts Read More »
Power Moves – Analysis On Off-Grid Power Gen Diversification In OFS [Out Think Special Report] December 10, 2024 Out Think Read More »