SLB expands Nvidia tie‑up
SLB announced an expanded partnership with NVIDIA to develop AI infrastructure for the energy sector, signaling more vendor-backed, domain‑specific inference stacks for industrial workloads — the deal was reported March 25. This is an example of modular, cloud‑agnostic AI infra partnerships that platform teams will watch when planning cross‑business deployments and GPU consolidation strategies. (reuters.com)
SLB will serve as the modular design partner for NVIDIA DSX AI factories, with the announcement stating offsite-manufactured, modular data‑center components aimed at improving quality, reliability and reducing costs, labor constraints and lead times. (slb.com) The two companies said they will build an "AI Factory for Energy," described as a reference environment that pairs domain‑specific generative AI models with industrial‑scale agentic AI and is intended to run on SLB’s digital platforms. (slb.com) SLB said the program will optimize accelerated computing to process very large geological and operational datasets across its digital stacks, a goal emphasized by SLB CTO Demos Pafitis in the March 25, 2026 release. (slb.com) The collaboration explicitly links NVIDIA Omniverse libraries and NVIDIA Nemotron open models with SLB systems and spans traditional machine learning, generative AI and agentic AI to drive performance and efficiency in subsurface, production and infrastructure workflows. (slb.com) SLB framed the March 25, 2026 expansion as an extension of a partnership that began in 2008, and it follows a 2024 agreement where SLB and NVIDIA integrated NVIDIA NeMo across SLB’s Delfi and Lumi platforms to develop industry‑specific generative models. (slb.com) NVIDIA’s DSX/AI‑factory approach that SLB is joining has attracted converged‑infrastructure partners publishing validated reference designs—Vertiv and Eaton have both announced DSX/Vera Rubin reference work on power, cooling and rack‑scale systems for AI factories—which provides a blueprint enterprises use to compress deployment risk. (investors.vertiv.com)
