Liberty Energy Inc. (NYSE:LBRT) shares rose around 3% in premarket trading on Tuesday after the company announced a strategic partnership with SLB (NYSE:SLB) to deliver power generation and infrastructure solutions for data centres worldwide.
SLB shares also moved higher, gaining approximately 0.8% following the announcement.
Alliance Targets Growing AI Infrastructure Demand
The partnership brings together the two companies’ capabilities to provide modular infrastructure and integrated power generation systems for new data centre developments.
Under the agreement, SLB will contribute its expertise in modular infrastructure, project execution and global deployment, while Liberty Energy will supply modular power generation systems, behind-the-meter intelligent power controls and operational support.
The collaboration is designed to help developers accelerate the construction of new data centre capacity as demand for artificial intelligence infrastructure continues to grow.
Behind-the-Meter Power Solutions in Focus
The companies said many data centre developers are increasingly seeking behind-the-meter power solutions that can be deployed independently of traditional electricity grids, allowing projects to come online more quickly.
“The bottleneck in AI infrastructure is no longer just compute. It is the ability to deliver infrastructure and power on the timelines the market now demands,” said Gavin Rennick, president of SLB’s New Energy and Industrial business. “By bringing together complementary infrastructure and power capabilities, we will help developers accelerate deployment of new data center capacity.”
Companies Aim to Support Next Generation of AI Facilities
Liberty Energy believes demand for customised energy infrastructure will continue to increase as artificial intelligence applications require larger and more complex computing facilities.
“The scale and complexity of AI energy infrastructure is fundamentally changing how power systems are built and deployed,” said Ron Gusek, chief executive officer of Liberty Energy. “Liberty’s comprehensive power service platform is engineered to meet this transition, as customers increasingly prioritize tailored, integrated solutions.”
The partnership strengthens both companies’ positions in the rapidly expanding AI infrastructure market, where reliable, scalable power generation is becoming an increasingly important competitive advantage.