Schlumberger as a dark horse AI play
The guest argued that Schlumberger is a highly attractive, undervalued play at the intersection of AI and energy infrastructure.
The argument
Schlumberger's data processing capabilities for energy exploration and logistics, combined with its partnership with Nvidia, position it as a major beneficiary of the physical infrastructure build-out. The guest noted that Schlumberger's market cap is extremely small relative to Nvidia, representing significant upside potential.
The thesis, stress-tested
✓ What validates it
- ✓Increased revenue contribution from digital and AI-driven exploration services in Schlumberger's quarterly earnings
▸ Risks discussed
- ▸Broader oil and gas sector volatility
- ▸Dependence on the pace of Nvidia's enterprise AI partnership rollouts
Hear it yourself
"Schlumberger's data, processing for energy companies that are exploring and controlling logistics. Schlumberger is, I think I think it could be a triple, quadruple from you can fit 70 I'm pretty sure of this number. You can fit 75 Schlumberger's, SLB, which is the dark horse unknown AI company. You can fit 75 of these in NVIDIA."
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