Along with its earnings report last night, Solaris Energy (SEI) Infrastructure reported that on April 24, the company entered into an agreement to provide over 600 MW of power capacity, including balance of plant, to a new customer that is “an affiliate of an investment-grade, global technology company” for a term of 10 years, with an option to extend an additional 5 years. Deployments are expected to begin in late 2026 and scale through 2028, Solaris noted.
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