• In early January 2026, Vantage Data Centers and Liberty Energy announced a partnership for Liberty Power Innovations to develop, own, and operate up to one gigawatt of high-efficiency, utility-scale power solutions for Vantage’s North American data centers, including 400 megawatts reserved for 2027 capacity.

• This agreement highlights Liberty Energy’s push into long-duration, data center-focused power services that directly support cloud and AI infrastructure in grid-constrained markets.

• We’ll now examine how this large-scale data center power partnership could reshape Liberty Energy’s investment narrative, particularly its emerging distributed power platform.

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To own Liberty Energy, you need to believe it can manage a maturing North American frac market while building a meaningful, profitable power solutions platform. The Vantage partnership reinforces the near term catalyst around Liberty Power Innovations, but does not eliminate the key risk that traditional completion activity and pricing may soften further before these long-duration data center contracts scale.

Among recent announcements, the October 2025 results matter most here: Q3 2025 revenue and net income both declined year on year, underscoring how dependent Liberty still is on completions and pricing. Against that backdrop, the Vantage agreement frames Liberty’s distributed power push as an attempt to offset a weaker core oilfield cycle with contracted, data center oriented power services.

However, investors should also be aware that the long lead times before large power projects contribute meaningfully could leave Liberty more exposed if…

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Liberty Energy’s narrative projects $4.3 billion revenue and $41.3 million earnings by 2028.

Uncover how Liberty Energy’s forecasts yield a $19.36 fair value, a 3% upside to its current price.

Six members of the Simply Wall St Community see Liberty’s fair value between US$11 and about US$19.36, reflecting very different expectations. You should weigh those views against the risk that Liberty’s oilfield earnings may weaken before newer power initiatives gain traction, which could shape how the story unfolds from here.