Solaris Energy Infrastructure, Inc. filed a current report on October 29, 2026, disclosing that a subsidiary entered into an agreement to supply approximately 900 megawatts of power generation and related services to an existing investment-grade customer.

Key Highlights

  • Scale of agreement: A Solaris Energy Infrastructure subsidiary agreed to provide approximately 900 megawatts of power generation, associated balance of plant equipment, and operations and maintenance services.
  • Customer description: According to the filing, the counterparty is described as "a leading, investment-grade, diversified industrial and technology company" that is an existing customer of the company.
  • Initial term: The agreement carries an initial term of 15 years for each deployment, with an option to extend for an additional 15 years.
  • Deployment timeline: Deployments are expected to begin in the first half of 2027 and scale through 2028, according to the filing.
  • Exchange and ticker: Solaris Energy Infrastructure's Class A Common Stock, $0.01 par value, is listed on the New York Stock Exchange under the symbol "SEI" (NYSE:SEI).

Solaris Energy Infrastructure Discloses 900 MW Power Supply Agreement

Solaris Energy Infrastructure, Inc. disclosed on October 29, 2026, that a subsidiary entered into an agreement to provide power generation and associated services to an unnamed existing customer. The filing, submitted under Item 8.01 (Other Events), described the counterparty as "a leading, investment-grade, diversified industrial and technology company" without disclosing the customer's identity.

According to the filing, the agreement covers approximately 900 megawatts of power generation capacity, along with balance of plant equipment and operations and maintenance services. The arrangement is structured with an initial term of 15 years for each deployment, and the customer holds an option to extend for an additional 15 years. The company disclosed that deployments are expected to begin in the first half of 2027 and scale through 2028.

The report was signed by Stephan E. Tompsett, Chief Financial Officer, on behalf of Solaris Energy Infrastructure, Inc., a Delaware-incorporated company headquartered at 9651 Katy Freeway, Suite 300, Houston, Texas 77024. The company's Class A Common Stock is registered under Commission File Number 001-38090 and trades on the New York Stock Exchange. The filing contained forward-looking statements, including the expected deployment timeline, which are subject to the company's cautionary language.

What Was Disclosed

Solaris Energy Infrastructure disclosed a subsidiary agreement to supply approximately 900 megawatts of power generation, balance of plant equipment, and operations and maintenance services to an existing investment-grade customer, under a 15-year initial term with a 15-year extension option, with deployments expected to begin in the first half of 2027.