Why Solaris Energy (SEI) Fell 12.5% Despite AI Deal and Raised Guidance
Solaris Energy Infrastructure is scaling its modular natural gas fleet to power AI data centers, highlighted by a new 500+ MW, 10-year equipment rental agreement starting in 2027. According to company management, this deal and raised Q2 and Q3 2026 adjusted EBITDA guidance signal a shift toward long-duration contracts to bypass grid bottlenecks. Why is … Read more
