Oil & Gas vet turned Bitcoin miner, CEO @newwestdata. We own oil wells that generate profits by producing barrels and creating digital egress for stranded gas.
Alberta, Canada
Joined December 2013
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Silicon is still a bottleneck for AI infrastructure, but the power grid is far more daunting.
Major operators are now developing lateral natural gas pipelines to support gigawatts of on site power generation.
Waiting years for utility interconnection is a dead end. At New West Data, we bypass the grid queue entirely. The operators who control their own behind the meter generation are the ones who will actually deploy compute on schedule.
#energycrisis #InfrastructureDevelopment
1/4 Institutional reports from the likes of Blackstone keep pointing to the massive valuation gap between tech software and historically undervalued hard assets. Investors want growth, but they are starving for downside protection.
blackstone.com/pws/essential…
3/4 This gives us two completely uncorrelated revenue lines. When one market cycles down, the other accelerates. It is a built-in balance that traditional single-sector operators simply cannot match.
3/4 This gives us two completely uncorrelated revenue lines. When one market cycles down, the other accelerates. It is a built-in balance that traditional single-sector operators simply cannot match.
2/4 At New West Data, we solved this structural problem by design. We are not just a traditional North American oil producer, and we are not just a digital infrastructure firm. We are successfully operating both under one roof.
1/6 Commodities are trading at a 50-year low relative to equities. Everyone is buying the AI software layer, but they are overlooking the physical energy required to run it. The era of ignoring hard assets is over.
Upstream energy infrastructure should be built for flexibility.
At @NewWestData, our behind-the-meter power platform is engineered to support the full spectrum of compute: from Bitcoin mining to emerging AI and HPC workloads.
Build the energy foundation first; the applications follow.⚡
#Energy #Infrastructure #Compute #HPC #BTC
Compute moves to power, not the other way around. Here’s what 10 MW of low-cost, off-grid infrastructure looks like when you build it at the wellhead: 📺 youtu.be/MvplFPcmaD8
Traditional midstream: Spend millions on pipelines to move low-value gas.
New West Data: Installs digital infrastructure at the energy source, creating dual uncorrelated revenue streams.
See our model and competitive advantage here 👇 newwestdata.com/our-competit…
If you don't own the energy asset, you don't control your cost of compute.
We built @NewWestData as a vertically integrated energy producer and compute operator to solve the power problem at the source.
While third-party contracts solve the power question for today, owning the energy asset ensures we control the economics of our compute well into the future.
youtu.be/owARYcqt2L0
Under the AER's Directive 088, the oil patch faces a $750M closure quota for 2026. By turning stranded gas into wellhead compute, we transform borderline assets back into profitable operations. We defer reclamation costs and revitalize balance sheets.
aer.ca/regulations-and-compl…
#OOTT #AlbertaOil
The "gas-to-power" boom is accelerating, and it heavily validates the vision we've operated under since day one: Moving the compute straight to the energy source is the only logical way to successfully meet power demands.
@EnkiAi reports that major midstream energy players are now shifting billions to build behind-the-meter power plants directly for data centres. The future of data infrastructure is at the wellhead, and we've been proving it since 2020.
enkiai.com/data-center/gas-t…