Artificial intelligence (AI) is changing how oil and gas companies explore resources, manage production and control operating costs. Energy producers handle large amounts of geological and operational data, making faster computing increasingly useful for business decisions. NVIDIA (NVDA Quick QuoteNVDA - Free Report) , known for its advanced computing technology, is working with energy companies to bring AI into their operations.

Among the energy companies working with NVIDIA are SLB Limited (SLB Quick QuoteSLB - Free Report) , TotalEnergies (TTE Quick QuoteTTE - Free Report) , BP plc (BP Quick QuoteBP - Free Report) and Shell plc (SHEL Quick QuoteSHEL - Free Report) . These companies are using AI and advanced computing in different areas of their businesses.

How NVIDIA's Technology Benefits Oil and Gas Companies

Oil and gas companies depend on detailed geological studies and reservoir data before making expensive drilling decisions. Analyzing this information can take considerable time, especially when dealing with complex underground formations. NVIDIA's computing technology helps process large datasets faster, giving engineers more information to evaluate potential resources and plan development activities.

AI also has practical applications beyond exploration. Energy companies are using advanced computing to model reservoir behavior, monitor equipment and improve production planning. Faster analysis can help identify operating problems earlier and reduce unnecessary spending.

From an investment standpoint, these developments offer opportunities to improve cost efficiency and make better use of existing assets. Companies that successfully integrate AI into daily operations may benefit from lower operating expenses and more effective capital spending. However, the financial impact will depend on how widely these technologies are adopted and whether they deliver measurable improvements.

SLB Expands Energy AI Offerings With NVIDIA

SLB expanded its partnership with NVIDIA in March 2026 to develop AI technology for the energy industry. As part of the agreement, the oilfield services giant will help NVIDIA design modular data centers that can handle complex AI tasks. The companies also plan to develop an AI Factory for Energy, which will bring AI tools designed specifically for oil and gas operations into SLB's existing digital platforms. The partnership will help SLB expand its technology offerings, reach more customers and create new revenue opportunities as energy companies increasingly adopt AI to improve their operations.

TotalEnergies Invests in Faster Exploration Computing

In May 2026, France-based multinational TotalEnergies announced plans to develop Pangea 5, a next-generation supercomputer, in collaboration with NVIDIA and Dell Technologies. The system is expected to provide six times the computing capacity of its predecessor, with initial commissioning planned for 2027. TotalEnergies intends to use the technology for seismic imaging, exploration studies and AI research. Faster processing of geological data will help TotalEnergies evaluate underground formations and plan drilling activities more efficiently. Better subsurface information can reduce exploration uncertainty and support more disciplined spending on future energy projects.

BP Applies NVIDIA AI to Subsurface Analysis

British energy giant BP has been working with NVIDIA to use advanced computing technology to improve oil and gas exploration, as discussed at NVIDIA's GTC conference in March 2026. The technology helps BP study underground rock formations and identify potential oil and gas reserves more accurately. BP is also investing in powerful computing systems to analyze large amounts of geological data faster. This could help the Zacks Rank #1 (Strong Buy) company make better drilling decisions, shorten the time needed to assess oil and gas fields and plan projects more efficiently. For BP, these improvements could lower exploration costs, reduce unnecessary spending and improve profitability over time. You can see the complete list of today’s Zacks #1 Rank stocks here.

Shell Advances Reservoir Analysis With AI

Another European supermajor, Shell, has worked with NVIDIA on advanced computing applications involving reservoir modeling, digital rock analysis and underground carbon storage studies. Shell previously reported a 40% reduction in processing time for certain digital rock analysis workflows using NVIDIA-powered technology. The companies have also explored machine learning applications to improve the evaluation of carbon dioxide storage sites. These tools help Shell process geological information faster and improve its understanding of subsurface conditions. For Shell, better reservoir analysis and shorter computing times offer opportunities to reduce technical costs and improve decisions across energy projects.

What NVIDIA Collaborations Mean for Energy Investors

For investors, the potential benefits include more efficient exploration, better production planning and tighter control over operating costs. However, improved computing capabilities do not automatically translate into higher earnings. The financial value of these collaborations will depend on implementation costs, actual efficiency gains and how effectively each company puts the technology to work. Stronger cash generation and disciplined capital spending will remain important measures of their long-term investment appeal.