Liberty Energy Inc. (NYSE:LBRT) shares advanced 6% on Monday after the company unveiled a strategic partnership with Vantage Data Centers focused on developing and operating power solutions for data centers across North America.
Under the agreement, Liberty Power Innovations (LPI), a subsidiary of Liberty Energy, plans to support up to one gigawatt of power capacity for customers operating within Vantage’s data center facilities over the next five years. The partnership includes a reservation for 400 megawatts of power generation capacity starting in 2027, with scope to scale beyond one gigawatt over time.
The collaboration comes as demand for electricity surges amid rapid expansion in artificial intelligence and cloud computing. By pairing on-site and distributed power solutions with data center development, the partners aim to speed up campus construction in regions where grid capacity is limited, while helping mitigate pressure on local power networks and costs for surrounding communities.
“We are excited to join Vantage in this landmark collaboration to develop and deliver 1GW or more of power for their data center campuses,” said Ron Gusek, chief executive officer of Liberty. “With more than a decade of expertise in advanced distributed power systems, we design, build and operate tailored power solutions that address increasingly complex power demands, combining integrated engineering with real-time digital operations.”
As part of the deal, LPI will deploy its Forte℠ power generation technology alongside its Tempo℠ intelligent load management platform. These systems are designed to provide dependable, long-term primary power, complemented by energy services and grid management capabilities, and can operate either independently or in coordination with existing grid infrastructure to optimize efficiency and reliability.