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AI brief of an SEC Form 8-K · Solaris Energy Infrastructure (SEI)

Solaris Energy Infrastructure signs 500 MW power rental deal with AI data center customer

Positive Impact 4 of 5 product/contract Written later

Solaris subsidiary Solaris Power Solutions agreed on February 12, 2026 to provide over 500 megawatts of power generation equipment to Hatchbo, LLC, an affiliate of an investment grade technology company, for its artificial intelligence data center needs. The initial rental term is scheduled to start January 1, 2027 and run ten years, or until a separate power purchase agreement is signed, with a customer option to extend by five years. The filing gives no dollar value for the deal, but it adds a long-term contracted customer commitment for the company's power equipment.

Key points

  • Lessor is Solaris Power Solutions, LLC, an indirect subsidiary of Solaris Energy Infrastructure, Inc.; the Customer is Hatchbo, LLC, an affiliate of an investment grade global technology company
  • Equipment: over 500 megawatts of power generation equipment; initial rental term scheduled to begin January 1, 2027 for ten years
  • Customer may terminate for convenience on 30 days' notice and must pay 50% of remaining rental fees for the affected equipment through the end of the Rental Term
  • Parent company of the Customer provided a guaranty, capped at 50% of total rental fees for the Initial Rental Term and decreasing yearly

The filing

CompanySolaris Energy Infrastructure (SEI)
Form8-K, current report
Filed with the SECFeb 12, 2026, 4:01 PM ET
Accession number0001193125-26-048667

Items reported: 1.01 Material Definitive Agreement

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:07 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 12, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.