Solaris Energy Signs Major AI Data Center Power Deal

Solaris Energy Infrastructure ( (SEI) ) has issued an update.

On February 12, 2026, Solaris Power Solutions, an indirect subsidiary of Solaris Energy Infrastructure, entered into a Master Equipment Rental Agreement with Hatchbo, LLC, an affiliate of a global artificial intelligence technology leader, to supply more than 500 megawatts of power generation equipment for the customer’s data centers. The initial rental term is scheduled to begin on January 1, 2027 and run for ten years or until the parties sign a separate power purchase agreement, with an option for a five-year extension, and includes a customer termination right subject to a payment of 50% of remaining rental fees and a parent-company guaranty capped at 50% of total initial-term rental fees that steps down over time.

The agreement positions Solaris Energy Infrastructure to become a key power provider to a major AI computing customer, potentially expanding its role in the data center power market and securing a long-duration revenue stream tied to the growth of artificial intelligence infrastructure. By structuring the deal around a large-scale equipment rental with an anticipated transition to a power purchase agreement, along with customary default protections and a partial guaranty from the customer’s parent, the company enhances contractual visibility while balancing customer flexibility with termination payments and credit support.

The most recent analyst rating on (SEI) stock is a Buy with a $71.00 price target. To see the full list of analyst forecasts on Solaris Energy Infrastructure stock, see the SEI Stock Forecast page.

Spark’s Take on SEI Stock

According to Spark, TipRanks’ AI Analyst, SEI is a Neutral.

The score is supported by strong technical uptrend signals and a positive earnings outlook with raised EBITDA guidance and expanding power capacity plans. The main constraints are financial quality concerns from deeply negative free cash flow and increased leverage, alongside a demanding valuation (high P/E and modest dividend yield).

To see Spark’s full report on SEI stock, click here.

More about Solaris Energy Infrastructure

Solaris Energy Infrastructure, Inc. operates through its subsidiary Solaris Power Solutions, LLC in the power generation sector, providing large-scale power generation equipment and related services. The company focuses on delivering power solutions to support high-demand technology applications, including data centers serving the rapidly growing artificial intelligence computing market.

Average Trading Volume: 2,874,832

Technical Sentiment Signal: Buy

Current Market Cap: $3.62B

For a thorough assessment of SEI stock, go to TipRanks’ Stock Analysis page.