Schlumberger ($SLB) podcast mentions

Timestamped Schlumberger ($SLB) mentions across our podcast corpus.

  1. It's not just traditional tech that benefits from the AI data center boom. All sorts of classic cyclicals have worked their way into the food chain, like Caterpillar, Cummins for power generators. Port for battery storage. But it goes beyond the industrials. Take SLB, the oilfield services colossus falling into a slumber. A couple of years ago, they started making modular infrastructure solutions for the data center. I guess if you can build oil wells in the middle of nowhere, it's not that much of a stretch to help put up these warehouses full of servers. The business— this business has been growing pretty fast and it's about to get bigger because last month SLB announced a $4 billion acquisition. They're buying Calvion. That's a heat management company. Don't worry, we'll explain that. Keeps data centers cool. Consider me intrigued.
    Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/2/26 · 2026-10-02
  2. So let's take a closer look with Amy Chua. She's the senior vice president of data centers for SLB. To learn more, Ms. Chua, welcome to Mad Money.
    Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/2/26 · 2026-10-02
  3. Of course. I'm so glad you're on the show. First of all, maybe you can give us a little background of, of SLB's data center business, by the way, of the fact that you started out with modular infrastructure so people understand how you got into this at all.
    Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/2/26 · 2026-10-02
  4. Yeah, we believe so. You know, we've— we are gaining quite a lot of traction with our customers. They like— and then I would like to share a story with you. I think, you know, It's amazing. I was with a hyperscale client just a couple of months ago, and he told me that he doesn't need SLB to be another data center infrastructure supplier. He wants us to be leaning into our 100 years of oil and gas experience. Like, how do we bring the practices, the solutions into making it simpler, safer, quicker, in our modular design and how we can compress timelines and really bring the efficiencies of the build for their multi-gigawatt growth.
    Amy Chua · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/2/26 · 2026-10-02
  5. So let me ask you, your CEO knows I am a huge believer in your company and have been. I mean, I applied to your company. I know I got rejected 4 years ago. It's okay. But I do want to ask you, do these companies, customers like— let's say you're in the Permian. I mean, everyone trusts SLB. Do they say, hey, listen, I've heard about this division you have and we're trying to put up a data center quickly and time to tokens, everything. Can you help us? Is that starting to happen?
    Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/2/26 · 2026-10-02
  6. Okay. Well, that makes a ton of sense. And I'm glad— I mean, look, I think SLB alone is a terrific company. I love what you're doing. We've seen it happen with CAT. We did see it with Cummins. We, we see it with Eaton. These are just great American companies that have reinvented themselves. And you are right in that same zone. That's Amy Chua, senior vice president of data centers at SLB. Thank you, Amy. Glad you came on.
    Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/2/26 · 2026-10-02