Oil services giant SLB is betting on AI data centers and a rebound in energy demand
fortune · reddit · 2026-07-25
SLB is positioning itself to profit from AI data centers and energy demand
Fortune’s profile argues that SLB — the oil services giant once known as Schlumberger — is well placed to benefit from a rebound in Middle East oil and gas activity, plus rising infrastructure demand tied to AI data centers.
The article traces SLB’s history from early subsurface conductivity experiments to becoming the world’s largest oilfield services and energy technology company. Its current opportunity comes from a combination of:
- renewed energy exploration and production activity
- the post-crisis rebound in the Middle East
- infrastructure needs linked to AI data center growth
The piece frames SLB as a century-old industrial company trying to monetize a new wave of energy and compute demand.
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