SLB and Liberty Energy have formed a strategic alliance to deliver modular infrastructure and behind-the-meter power generation solutions for AI data centers. The companies expect to support more than 5 GW of combined project capacity over the next several years, reflecting growing demand for reliable natural gas-powered energy infrastructure.

iberty Energy’s Q4 2025 earnings call made one message clear: tightening conditions are not being driven by higher rig counts, but by a growing mismatch between available horsepower and the demands of modern shale development.