SEI · Solaris Energy Infrastructure, Inc.

The agreement represents a significant long-term contract for Solaris Energy Infrastructure, Inc.'s wholly owned subsidiary, committing over 600 MW of power capacity with balance of plant scope to a customer affiliated with an investment-grade technology company. This 10-year term, starting in late 2026 and scaling through 2028, provides revenue visibility and stability, leveraging the customer's strong credit profile to mitigate execution risks. For investors, it underscores the subsidiary's competitive positioning in the power infrastructure market, particularly for technology sector clients with high energy demands. The deal's scale and duration suggest potential for backlog growth and enhanced cash flow predictability over the decade, aligning with strategic expansion in reliable power solutions.