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Tag Archives: data center

We Took A Look At Microsoft’s Pecos Data Center Build [Notes from the Road]

October 2, 2026 Infill Thoughts

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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

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The AI Data Center Power Trade’s Hidden Variable Could Re-Price Tight Oil Plays

August 21, 2026 Infill Thoughts

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Amazon Joins Microsoft In The Emerging Permian Delaware Basin Hyperscale Data Center Trend

August 10, 2026 Infill Thoughts

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Built for Speed-To-Frac. Now Winning Speed-To-Power.

June 22, 2026 Infill Thoughts

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BIG Microsoft Data Center Is Coming To The Permian For Speed-To-Power [Chart of the Day]

June 22, 2026 Out Think

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Another OFS Power Solutions Launch Coincides With DeepSeek Freak Out… Where Do We Go From Here?

January 27, 2025 Infill Thoughts

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Power Moves – Analysis On Off-Grid Power Gen Diversification In OFS [Out Think Special Report]

December 10, 2024 Out Think

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INFILL THINKING SINCE 2016

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TIMELINE

  • November 3, 2026

    Talking Off-grid Power & Produced Water At The Houstonian…

  • November 3, 2026

    EQT–Range: Measuring a Mega-Deal Against Nearly 300 M&A Transactions [Data Alert]

  • November 3, 2026

    Atlas Pulls Out Of Some Permian Sand RFPs As “Zombie Mines” Bid “Egregiously Low”

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

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