According to sources familiar with the matter, SLB Ltd (SLB.US), the world's largest oilfield services provider, is expected to announce plans on Friday to acquire the geoscience and petroleum engineering software business of S&P Global Energy Inc. The sources, who requested anonymity as they were discussing private information, indicated that the software targeted for acquisition is anticipated to complement SLB's internal technologies used for analyzing and simulating subsurface oil and gas reservoirs. The transaction includes a suite of renowned analytical and modeling tools such as Kingdom, Petra, and Harmony Enterprise. These applications serve as a technical backbone for onshore and unconventional resource development in the United States and act as a core bridge connecting physical oilfields with their digital twins. For S&P Global, this divestiture is part of a strategy to streamline operations, enabling a sharper focus on providing proprietary upstream data services and insights. For SLB, which is in a critical phase of its digital transformation, the move represents not just an expansion of its technological capabilities but a strategic step to seize rule-making authority in the post-oil era. This acquisition has drawn significant attention from capital markets primarily because it closely follows SLB's recent deep strategic partnership with technology giant NVIDIA (NVDA.US). Sources revealed that after expanding its plans to co-develop AI tools for energy with NVIDIA, SLB accelerated its efforts to absorb the software assets from S&P Global. In this context, NVIDIA's role extends beyond that of a hardware supplier, positioning it as the foundational engine for SLB's "energy AI ecosystem." By integrating decades of high-value subsurface geological data accumulated by S&P Global, SLB aims to utilize NVIDIA's top-tier GPU computing power and the NeMo generative AI platform. This integration is designed to transform static professional software into intelligent systems capable of self-iteration, ultimately creating a foundational large language model specifically tailored for the energy industry. Within the specific strategic framework, the acquired software portfolio from S&P Global is set to become key "fuel" for SLB's digital blueprint. SLB plans to seamlessly integrate these newly acquired technical assets into its internally developed Lumi data and AI platform. Through the Tela AI agent framework, the company intends to unlock potential lying dormant within vast amounts of geological data. This deep integration signifies a future where oil and gas exploration moves away from inefficient manual judgment based on experience towards automated reservoir identification, pressure prediction, and drilling optimization powered by AI models enhanced with NVIDIA's technology. This shift from a "service-selling" model to one focused on "selling algorithms" and "selling computing power" marks SLB's effort to redefine the technological boundaries of the oil and gas industry, aiming to build an absolute technological moat under the dual pressures of energy security and efficiency. Looking ahead, the transaction, expected to be finalized between the second half of 2026 and early 2027, signals an unprecedented paradigm shift for the energy industry. With S&P Global concurrently launching its AI-driven Titan upstream data insights platform and SLB's successive capital moves in the digital domain, the entire upstream energy chain is undergoing a comprehensive transition from traditional engineering to advanced intelligent computing.