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The alliance potentially expands SLB's addressable market in data-center infrastructure and services, signaling new revenue streams and cross-sell opportunities. While near-term earnings impact is uncertain without contract wins, the multi-GW deployment targets imply meaningful long-term upside if pilots convert to deployments.
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SLB and Liberty Energy announced a strategic alliance to deliver modular data-center infrastructure and integrated power solutions globally, targeting AI-driven capacity growth. By combining SLB's deployment expertise with Liberty's modular power systems and intelligent controls, the partners aim to speed up data-center builds and improve reliability. The collaboration could unlock new revenue streams as data centers increasingly adopt behind-the-meter, grid-independent power architectures.
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