Solaris Energy unit signs roughly 900-megawatt deal

The contracted scope also includes associated balance of plant equipment and operations and maintenance services.

Available on EDGAR 10/29/2026 - 04:01 PM EDT Accepted by SEC EDGAR 10/29/2026 - 04:01 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Solaris Energy Infrastructure, Inc., through a subsidiary, entered an agreement to provide approximately 900 megawatts of power generation to an existing customer. The agreement has an initial 15-year term for each deployment, with an option to extend for an additional 15 years. Deployments are expected to begin in the first half of 2027 and scale through 2028.

8-K Event Classification

Item 8.01 — Other Events

1 item

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Key Figures

Power generation capacity: Approximately 900 megawatts Initial term: 15 years Extension option: An additional 15 years +2 more

5 metrics

Power generation capacity Approximately 900 megawatts Capacity covered by the agreement

Initial term 15 years For each deployment

Extension option An additional 15 years Option for each deployment

Expected deployment start First half of 2027 Deployments under the agreement

Expected deployment scale-through Through 2028 Deployments under the agreement

Key Terms

balance of plant, operations and maintenance, investment-grade

3 terms

balance of plant technical

"associated balance of plant equipment"

Balance of plant are the supporting parts of an energy project—things like wiring, pipes, transformers, control systems, roads and cooling equipment—that are not the main power-producing machines. For investors it matters because these components drive construction cost, schedule and ongoing reliability much like the foundation, plumbing and wiring matter for a house; problems or cost overruns here can delay projects or erode returns.

operations and maintenance technical

"operations and maintenance services"

Operations and maintenance are the day-to-day activities and routine upkeep that keep a company's facilities, equipment, or infrastructure running safely and reliably—think of it like regular servicing and repairs for a car to prevent breakdowns. Investors care because these activities drive predictable ongoing costs, affect productive uptime, extend asset life, and reduce the risk of expensive failures or regulatory penalties, all of which influence cash flow and valuation.

investment-grade financial

"a leading, investment-grade, diversified industrial and technology company"

Investment-grade describes bonds or other debt judged by credit agencies to have relatively low risk of failing to make promised interest and principal payments; think of it as a lender's report card showing financial stability. It matters to investors because these securities usually pay lower yields but reduce the chance of loss, affect portfolio risk and credit exposure, and influence how cheaply an issuer can borrow—similar to choosing a reliable car with lower repair risk over a cheaper, uncertain one.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What power capacity does SEI’s new agreement cover?

A Solaris Energy Infrastructure subsidiary agreed to provide approximately 900 megawatts of power generation. The scope also includes associated balance of plant equipment and operations and maintenance services.

How long is the SEI agreement?

The initial term is 15 years for each deployment, with an option to extend for an additional 15 years.

When are SEI deployments expected to begin?

Deployments are expected to begin in the first half of 2027 and scale through 2028.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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false 0001697500 0001697500 2026-10-29 2026-10-29

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 29, 2026

SOLARIS ENERGY INFRASTRUCTURE, INC.

(Exact name of registrant as specified in charter)

Delaware		001-38090		81-5223109
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)

9651 Katy Freeway, Suite 300

Houston, Texas 77024

(Address of principal executive offices)

(Zip Code)

(281) 501-3070

(Registrant’s telephone number, including area code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Class A Common Stock, $0.01 par value		“SEI”		New York Stock Exchange
Indicate by check mark
				NYSE Texas, Inc.

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01 Other Events.

On October 29, 2026, a subsidiary of Solaris Energy Infrastructure, Inc. (the “Company”) entered into an agreement to provide approximately 900 megawatts of power generation, associated balance of plant equipment and operations and maintenance services to a leading, investment-grade, diversified industrial and technology company that is an existing customer of the Company. The agreement is for an initial term of 15 years for each deployment, with an option to extend for an additional 15 years. Deployments under the agreement are expected to begin in the first half of 2027 and scale through 2028.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: October 29, 2026

SOLARIS ENERGY INFRASTRUCTURE, INC.
By:		/s/ Stephan E. Tompsett
Name:		Stephan E. Tompsett
Title:		Chief Financial Officer

Filing Exhibits & Attachments

3 documents

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA 3.1 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE 17.6 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE 11.0 KB