8-K - Solaris Energy Infrastructure, Inc. | StockGist

AI Analysis

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Solaris Power Solutions, LLC, an indirect subsidiary of Solaris Energy Infrastructure, Inc., entered into a Master Equipment Rental Agreement with Hatchbo, LLC on February 12, 2026, to provide over 500 megawatts of power generation equipment for the Customer’s AI computing data centers, with an initial 10-year rental term commencing January 1, 2027.

Key Takeaways

1Agreement effective February 12, 2026, between Solaris Power Solutions, LLC (Lessor) and Hatchbo, LLC (Customer)

2Lessor to provide over 500 MW of power generation equipment for AI data centers

3Initial Rental Term: 10 years starting January 1, 2027, or until PPA is executed

4Customer option to extend for additional 5 years

5Customer termination for convenience requires 50% of remaining rental fees

6Guaranty by Customer’s Parent capped at 50% of Initial Rental Term fees, decreasing ratably

Current Report Details

Event Type

Material Agreement

Disclosure

Mandatory

Variant

8-K

Items Reported

1.01

Entry into a Material Definitive Agreement. On February 12, 2026 (the “Effective Date”), Solaris Power Solutions, LLC, a Texas limited liability company (“Lesso

Material Agreement

Transaction Details

Material Agreement

Agreement: Master Equipment Rental Agreement
Parties: Solaris Power Solutions, LLC (Lessor), Hatchbo, LLC (Customer)

•Provide over 500 megawatts of power generation equipment for AI computing data centers
•Initial Rental Term commences January 1, 2027 for 10 years or until PPA
•Option to extend Initial Rental Term by one 5-year period
•Customer may terminate for convenience with 30 days’ notice, paying 50% of remaining rental fees
•Parties to negotiate PPA with term no earlier than Rental Term
•Guaranty by Customer’s Parent capped at 50% of Initial Rental Term fees, decreasing ratably

Exhibits (1)

8-K