SLBSLB N.V.

“data center solutions remain a bright spot, with 45% growth year on year. The momentum in this area continues, as you saw our recent announcement to serve as a modular design partner for NVIDIA DSX AI factories. With our growing backlog, we remain on track to exit the year at a $1 billion run rate and expect the growth rate to accelerate in 2027.”

“automated footage reading increased by 145% year on year as customers continue to adopt digital and AI-powered solutions to boost operational performance and efficiency.”

“customers are accelerating the adoption of digital because they believe that no matter where the cycle is—whether it is a high or challenging cycle—they need to differentiate and extract efficiency and productivity in geoscience and planning workflows, operational performance and efficiency in drilling, and in production and recovery. They have seen that digital capability is delivering, and you can see it by the adoption of digital operations growing nicely year on year, driven by drilling and production operations where customers are adopting AI and software solutions that can transform the performance of drilling operations—like drilling automation—and transform production workflows to render ESPs autonomous.”

“You have seen one announcement with NVIDIA that shows they have selected us as their modular design partner for the DSX AI factory. It means a lot—it means we have been selected as a trusted partner to develop modular infrastructure solutions for the DSX centers, large-scale future builds that need to be scaled fast. We will add capability to build sites and manufacture equipment off-site and bring this modular infrastructure to NVIDIA's customers in the future.”

“we have entered an agreement to pursue a strategic partnership with S&P Global Commodity Insights around AI, giving us the opportunity to use the power of large language models and domain-specific foundation models using the global datasets of S&P Global Commodity Insights. Together, we will provide our customers with unique insights by applying AI capability and our domain foundation models on the full datasets of S&P Global Commodity Insights.”

“we have data like no other industry, we have scientists and engineers who love to work with data, and we have AI that is becoming a catalyst and x-factor to unlock productivity. We are unique in our capability; we have deep domain knowledge and a platform that can help scale AI capability. It is the right time for the industry to adopt AI at scale.”

“Our approach is grounded in domain expertise, where AI, data, and software are integrated into our platform and workflows to deliver measurable performance outcomes. This is not about standalone tools; it is about embedding intelligence across the full life cycle of whatever developments and production.”

“data centers represent a new and rapidly expanding opportunity for SLB N.V., leveraging our core strengths in engineering, manufacturing, and project execution, while extending our scope of modular infrastructure solutions to support the accelerating demand for AI and digital capacity.”

“When commodity prices are high and customers have more optionality in discretionary spend, they invest in domain and in digital, and they accelerate exploration. We foresee that, and we are seeing signals that exploration is coming back.”